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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA ORD | $19.2M | 110220 | 7.10% |
| 2 | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | $15.5M | 45980 | 5.74% |
| 3 | AMAZON COM ORD | $14.0M | 67000 | 5.15% |
| 4 | TJX ORD | $13.7M | 85513 | 5.04% |
| 5 | CAMECO ORD | $13.0M | 119521 | 4.80% |
| 6 | NU HOLDINGS CL A ORD | $12.8M | 889106 | 4.72% |
| 7 | MICRON TECHNOLOGY ORD | $12.0M | 35619 | 4.45% |
| 8 | SEA ADS REP CL A ORD | $11.6M | 139678 | 4.27% |
| 9 | MASTERCARD CL A ORD | $10.5M | 21095 | 3.89% |
| 10 | NETFLIX ORD | $10.2M | 106441 | 3.78% |
| 11 | BLOCK CL A ORD | $10.2M | 168692 | 3.75% |
| 12 | AXON ENTERPRISE ORD | $10.1M | 23810 | 3.74% |
| 13 | MERCADOLIBRE ORD | $9.8M | 5644 | 3.61% |
| 14 | MICROSOFT ORD | $9.4M | 25499 | 3.49% |
| 15 | NIKE CL B ORD | $9.4M | 177588 | 3.47% |
| 16 | ROBINHOOD MARKETS CL A ORD | $8.9M | 129019 | 3.30% |
| 17 | SHOPIFY CL A SUB VTG ORD | $8.9M | 74851 | 3.28% |
| 18 | INTUIT ORD | $7.6M | 17492 | 2.79% |
| 19 | LAM RESEARCH ORD | $6.6M | 30741 | 2.43% |
| 20 | SERVICENOW ORD | $6.1M | 58085 | 2.24% |
| 21 | UBER TECHNOLOGIES ORD | $5.7M | 79841 | 2.12% |
| 22 | CHARLES SCHWAB ORD | $5.4M | 57082 | 1.98% |
| 23 | ALPHABET CL A ORD | $5.1M | 17810 | 1.89% |
| 24 | META PLATFORMS CL A ORD | $5.0M | 8712 | 1.84% |
| 25 | SAMSARA CL A ORD | $4.8M | 151184 | 1.77% |
| 26 | WINGSTOP ORD | $4.8M | 30909 | 1.77% |
| 27 | ASML HOLDING ADR REP ORD | $4.4M | 3349 | 1.63% |
| 28 | ZILLOW GROUP CL C ORD | $4.2M | 100896 | 1.54% |
| 29 | COMMVAULT SYSTEMS ORD | $3.2M | 41245 | 1.19% |
| 30 | SONY GROUP ADR REP ORD | $2.9M | 140843 | 1.08% |
| 31 | BROOKFIELD CL A ORD | $2.1M | 51365 | 0.77% |
| 32 | SAP ADR REP 1 ORD | $2.0M | 11394 | 0.72% |
| 33 | FERRARI ORD | $1.8M | 5192 | 0.65% |
| 34 | ISHARES MSCI INDIA INDEX ETF | $8K | 177 | 0.00% |
| 35 | LIBERTY MEDIA FORMULA ONE SRS C ORD | $5K | 55 | 0.00% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.