Allocation by class
Portfolio Concentration
Top 3 weight
50.6%
Top 10 weight
89.1%
Voting Authority Distribution
Total shares with voting rights: 3.47M
Full voting authority
3.47M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICRON TECHNOLOGY INCSOLE | COM | 160.50K | SH | $54.22M 21.77% | 160.50K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 192.50K | SH | $39.16M 15.72% | 192.50K | 0.00 | 0.00 |
MODERNA INCSOLE | COM | 645K | SH | $32.77M 13.15% | 645K | 0.00 | 0.00 |
BILIBILI INCSOLE | SPONS ADS REP Z | 1M | SH | $22.56M 9.06% | 1M | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 90.80K | SH | $15.85M 6.37% | 90.80K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 50K | SH | $15.48M 6.21% | 50K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 350K | SH | $15.45M 6.20% | 350K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 80K | SH | $13.95M 5.60% | 80K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 75K | SH | $7.66M 3.08% | 75K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 105K | SH | $4.75M 1.91% | 105K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 75K | SH | $2.88M 1.16% | 75K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 19.50K | SH | $2.87M 1.15% | 19.50K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 10K | SH | $2.87M 1.15% | 10K | 0.00 | 0.00 |
MOSAIC COSOLE | COM | 100K | SH | $2.55M 1.02% | 100K | 0.00 | 0.00 |
CROCS INCSOLE | COM | 30.60K | SH | $2.54M 1.02% | 30.60K | 0.00 | 0.00 |
VIPSHOP HLDGS LTDSOLE | SPONSORED ADS A | 132.14K | SH | $2.08M 0.83% | 132.14K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 70K | SH | $2.01M 0.81% | 70K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 20K | SH | $1.97M 0.79% | 20K | 0.00 | 0.00 |
XPENG INCSOLE | ADS | 105K | SH | $1.80M 0.72% | 105K | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 30K | SH | $1.42M 0.57% | 30K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 10K | SH | $1.17M 0.47% | 10K | 0.00 | 0.00 |
PETROLEO BRASILEIRO SA PETROSOLE | SPONSORED ADR | 60K | SH | $1.13M 0.45% | 60K | 0.00 | 0.00 |
TEMPUS AI INCSOLE | CL A | 20K | SH | $904.4K 0.36% | 20K | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCSOLE | COM CL A | 5K | SH | $477.1K 0.19% | 5K | 0.00 | 0.00 |
DIAGEO PLCSOLE | SPON ADR NEW | 4K | SH | $297.8K 0.12% | 4K | 0.00 | 0.00 |