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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | $18.5M | 89000 | 17.53% |
| 2 | ALPHABET INC | $18.1M | 63000 | 17.13% |
| 3 | MERCADOLIBRE INC | $14.0M | 8100 | 13.24% |
| 4 | BLACKSTONE INC | $13.2M | 115000 | 12.51% |
| 5 | HOWMET AEROSPACE INC | $9.9M | 43000 | 9.37% |
| 6 | DOORDASH INC | $7.4M | 49000 | 6.96% |
| 7 | ILLUMINA INC | $7.1M | 58000 | 6.76% |
| 8 | NU HLDGS LTD | $6.0M | 420000 | 5.71% |
| 9 | SEA LTD | $3.4M | 41000 | 3.21% |
| 10 | INTERCONTINENTAL EXCHANGE IN | $3.1M | 20000 | 2.98% |
| 11 | ROBINHOOD MKTS INC | $3.0M | 43000 | 2.82% |
| 12 | FLUTTER ENTMT PLC | $1.9M | 18500 | 1.78% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.