SAN FRANCISCO, CA
Allocation by class
Portfolio Concentration
Top 3 weight
24.7%
Top 10 weight
56.0%
Voting Authority Distribution
Total shares with voting rights: 6.83M
Full voting authority
6.14M
shares
Joint voting authority
0.00
shares
No voting authority
690.41K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INTEL CORPSOLE | COM | 226.07K | SH | $31.57M 9.88% | 226.07K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 70.78K | SH | $25.82M 8.08% | 70.78K | 0.00 | 0.00 |
TALEN ENERGY CORPSOLE | COM | 55.80K | SH | $21.44M 6.71% | 55.80K | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 72.84K | SH | $18.32M 5.73% | 72.77K | 0.00 | 72.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 43.80K | SH | $16.21M 5.07% | 0.00 | 0.00 | 43.80K |
LITHIUM ARGENTINA AGSOLE | COM SHS | 1.86M | SH | $15.37M 4.81% | 1.86M | 0.00 | 0.00 |
SOCIEDAD QUIMICA Y MINERA DESOLE | SPON ADR SER B | 189.81K | SH | $14.05M 4.40% | 189.81K | 0.00 | 0.00 |
TERADYNE INCSOLE | COM | 27.30K | SH | $13.21M 4.13% | 27.30K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 75.55K | SH | $11.86M 3.71% | 0.00 | 0.00 | 75.55K |
APPLOVIN CORPSOLE | COM CL A | 21.93K | SH | $11.30M 3.54% | 21.93K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | CONSUM STP ETF | 47.59K | SH | $10.73M 3.36% | 0.00 | 0.00 | 47.59K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 149.02K | SH | $10.62M 3.32% | 0.00 | 0.00 | 149.02K |
SMITHFIELD FOODS INCSOLE | COM | 338.89K | SH | $8.22M 2.57% | 338.89K | 0.00 | 0.00 |
VEECO INSTRS INC DELSOLE | COM | 101.22K | SH | $7.67M 2.40% | 101.22K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 544.86K | SH | $7.28M 2.28% | 544.86K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 23.27K | SH | $6.73M 2.11% | 0.00 | 0.00 | 23.27K |
VERTIV HOLDINGS COSOLE | COM CL A | 18.13K | SH | $6.07M 1.90% | 18.13K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 62.42K | SH | $6.03M 1.89% | 0.00 | 0.00 | 62.42K |
UNITY SOFTWARE INCSOLE | COM | 186.60K | SH | $5.33M 1.67% | 186.60K | 0.00 | 0.00 |
LSB INDS INCSOLE | COM | 423.93K | SH | $4.58M 1.43% | 423.93K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 10.30K | SH | $4.58M 1.43% | 10.30K | 0.00 | 0.00 |
CROCS INCSOLE | COM | 37.63K | SH | $4.54M 1.42% | 37.63K | 0.00 | 0.00 |
PAMPA ENERGIA SASOLE | SPONS ADR LVL I | 53.63K | SH | $4.40M 1.38% | 53.63K | 0.00 | 0.00 |
HUYA INCSOLE | ADS REP SHS A | 1.65M | SH | $3.80M 1.19% | 1.65M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 48.23K | SH | $3.68M 1.15% | 48.23K | 0.00 | 0.00 |