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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | $16.4M | 44221 | 7.52% |
| 2 | NVIDIA CORPORATION | $11.6M | 66597 | 5.33% |
| 3 | AMAZON COM INC | $10.5M | 50281 | 4.81% |
| 4 | KASPI KZ JSC | $10.0M | 134675 | 4.58% |
| 5 | ALPHABET INC | $9.2M | 32058 | 4.22% |
| 6 | META PLATFORMS INC | $9.1M | 15838 | 4.16% |
| 7 | APPLE INC | $6.1M | 24019 | 2.80% |
| 8 | JD.COM INC | $5.2M | 177032 | 2.40% |
| 9 | ISHARES TR | $4.8M | 209805 | 2.21% |
| 10 | NU HLDGS LTD | $4.3M | 302314 | 1.99% |
| 11 | TAIWAN SEMICONDUCTOR MANUFAC | $4.1M | 12023 | 1.87% |
| 12 | BOOKING HOLDINGS INC | $4.1M | 965 | 1.87% |
| 13 | VISA INC | $3.6M | 11813 | 1.64% |
| 14 | MASTERCARD INCORPORATED | $3.1M | 6262 | 1.44% |
| 15 | BERKSHIRE HATHAWAY INC DEL | $3.1M | 6393 | 1.41% |
| 16 | ZOETIS INC | $3.0M | 25592 | 1.39% |
| 17 | BROADCOM INC | $3.0M | 9673 | 1.37% |
| 18 | THERMO FISHER SCIENTIFIC INC | $2.9M | 5903 | 1.33% |
| 19 | FORTINET INC | $2.9M | 35459 | 1.33% |
| 20 | S&P GLOBAL INC | $2.7M | 6428 | 1.26% |
| 21 | JPMORGAN CHASE & CO | $2.6M | 8773 | 1.19% |
| 22 | QUALCOMM INC | $2.4M | 18393 | 1.09% |
| 23 | RESMED INC | $2.4M | 10548 | 1.09% |
| 24 | EMCOR GROUP INC | $2.3M | 3083 | 1.05% |
| 25 | NETFLIX INC. | $2.2M | 22675 | 1.00% |
| 26 | MSCI INC | $2.2M | 3997 | 0.99% |
| 27 | MERCADOLIBRE INC | $2.1M | 1231 | 0.98% |
| 28 | ORACLE CORP | $2.1M | 14215 | 0.96% |
| 29 | EDWARDS LIFESCIENCES CORP | $2.0M | 25454 | 0.94% |
| 30 | SALESFORCE INC | $2.0M | 10876 | 0.93% |
| 31 | PROLOGIS INC. | $2.0M | 15234 | 0.92% |
| 32 | AMERICAN EXPRESS CO | $2.0M | 6494 | 0.90% |
| 33 | AUTOMATIC DATA PROCESSING IN | $1.9M | 9594 | 0.89% |
| 34 | OREILLY AUTOMOTIVE INC | $1.9M | 20656 | 0.88% |
| 35 | ABBOTT LABORATORIES | $1.9M | 18426 | 0.87% |
| 36 | PROGRESSIVE CORP | $1.8M | 9250 | 0.84% |
| 37 | UBER TECHNOLOGIES INC | $1.8M | 25111 | 0.83% |
| 38 | STRYKER CORPORATION | $1.8M | 5425 | 0.82% |
| 39 | ADOBE INC | $1.8M | 7317 | 0.82% |
| 40 | MCKESSON CORP | $1.8M | 2053 | 0.82% |
| 41 | BANK AMERICA CORP | $1.8M | 36333 | 0.81% |
| 42 | DEVON ENERGY CORP NEW | $1.7M | 34640 | 0.80% |
| 43 | EQUINIX INC | $1.7M | 1723 | 0.78% |
| 44 | RAYMOND JAMES FINL INC | $1.7M | 11665 | 0.78% |
| 45 | FACTSET RESH SYS INC | $1.6M | 7602 | 0.76% |
| 46 | GOLD FIELDS LTD | $1.6M | 34778 | 0.73% |
| 47 | DECKERS OUTDOOR CORP | $1.5M | 15186 | 0.70% |
| 48 | TRIP COM GROUP LTD | $1.5M | 29913 | 0.68% |
| 49 | AUTOZONE INC | $1.5M | 439 | 0.68% |
| 50 | ACCENTURE PLC IRELAND | $1.4M | 7128 | 0.65% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.