CIK: 0001782974
Total reported value
$123.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 20.37% | +7.10% | +2.79% | |
| 2 | MELI | Mercadolibre INC | Stock-Consumer Disc | 15.44% | +8.64% | -49.62% | |
| 3 | NU | Nu Holdings Ltd. | Stock-Financials | 12.48% | -11.20% | EXIT | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.85% | — | — | |
| 5 | SE | Sea Ltd-adr | Stock-Comm Services | 8.96% | -0.73% | -8.71% | |
| 6 | SHOP | Shopify INC - Class A | Stock-Tech | 8.86% | +2.13% | -13.76% | |
| 7 | GRAB | Grab Holdings Limited | Stock-Tech | 8.06% | -10.80% | EXIT | |
| 8 | GTLB | Gitlab Inc-cl A | Stock-Tech | 8.01% | — | +51.12% | |
| 9 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 7.96% | +4.86% | — |