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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | $47.9M | 230000 | 12.87% |
| 2 | META PLATFORMS INC | $34.9M | 61000 | 9.37% |
| 3 | MERCADOLIBRE INC | $33.7M | 19500 | 9.06% |
| 4 | CARVANA CO | $28.9M | 92000 | 7.77% |
| 5 | COUPANG INC | $27.7M | 1465000 | 7.43% |
| 6 | SHOPIFY INC | $27.3M | 230000 | 7.33% |
| 7 | ASML HLDG NV | $25.8M | 19500 | 6.92% |
| 8 | MASTERCARD INCORPORATED | $24.7M | 49500 | 6.64% |
| 9 | SPOTIFY TECHNOLOGY S A | $24.0M | 49500 | 6.45% |
| 10 | GUIDEWIRE SOFTWARE INC | $22.4M | 149500 | 6.01% |
| 11 | PROCORE TECHNOLOGIES INC | $21.9M | 385000 | 5.89% |
| 12 | VISA INC | $19.0M | 63000 | 5.11% |
| 13 | ROBLOX CORP | $17.5M | 310000 | 4.71% |
| 14 | UBER TECHNOLOGIES INC | $16.5M | 230000 | 4.44% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.