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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MASTERCARD INC | $24.3M | 42560 | 19.53% |
| 2 | VISA INC | $24.3M | 69268 | 19.53% |
| 3 | SHIFT4 PAYMENTS INC | $24.2M | 385000 | 19.49% |
| 4 | STONECO LTD | $9.0M | 609000 | 7.24% |
| 5 | PAGSEGURO DIGITAL LTD | $7.0M | 728000 | 5.64% |
| 6 | META PLATFORMS | $6.2M | 9400 | 4.99% |
| 7 | CHARTER COMMUNICATIONS INC | $4.9M | 23500 | 3.94% |
| 8 | CAPITAL ONE FINANCIAL CORP | $4.8M | 20000 | 3.90% |
| 9 | GRUPO CIBEST SA | $4.5M | 70000 | 3.58% |
| 10 | MERCADOLIBRE INC | $3.8M | 1870 | 3.03% |
| 11 | COGENT COMMUNICATIONS HLDGS | $3.7M | 170000 | 2.95% |
| 12 | INVESCO EXCHANGE TRADED FD T | $2.3M | 12000 | 1.85% |
| 13 | AMAZON COM INC | $1.4M | 6000 | 1.11% |
| 14 | VANGUARD STAR FDS | $1.1M | 14000 | 0.85% |
| 15 | MICROSOFT CORP | $967K | 2000 | 0.78% |
| 16 | VANGUARD TAX-MANAGED FDS | $875K | 14000 | 0.70% |
| 17 | ALPHABET INC | $626K | 2000 | 0.50% |
| 18 | VANGUARD INDEX FDS | $503K | 1500 | 0.40% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.