The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 | 321,376,293 | 1,464,863 | SH | SOLE | 1,234,183 | 0 | 230,680 | ||
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | 150,937,062 | 933,208 | SH | SOLE | 787,300 | 0 | 145,908 | ||
| MAPLEBEAR INC | COM | 565394103 | 190,766,584 | 4,216,768 | SH | SOLE | 3,542,860 | 0 | 673,908 | ||
| CONFLUENT INC | CLASS A COM | 20717M103 | 387,735,692 | 15,552,976 | SH | SOLE | 14,040,399 | 0 | 1,512,577 | ||
| COREWEAVE INC | COM CL A | 21873S108 | 105,913,340 | 649,536 | SH | SOLE | 649,536 | 0 | 0 | ||
| COUPANG INC | CL A | 22266T109 | 342,523,632 | 11,432,698 | SH | SOLE | 9,618,925 | 0 | 1,813,773 | ||
| DATADOG INC | CL A COM | 23804L103 | 118,442,790 | 881,730 | SH | SOLE | 737,750 | 0 | 143,980 | ||
| GRAB HOLDINGS LIMITED | W EXP 12/1/202 | G0370L116 | 1,369,282 | 3,502,000 | SH | SOLE | 3,502,000 | 0 | 0 | ||
| ROBINHOOD MKTS INC | CL A | 770700102 | 303,872,139 | 3,245,457 | SH | SOLE | 2,725,204 | 0 | 520,253 | ||
| SAMSARA INC | COM CL A | 79589L106 | 118,965,194 | 2,990,578 | SH | SOLE | 2,503,913 | 0 | 486,665 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 121,635,727 | 46,539 | SH | SOLE | 39,010 | 0 | 7,529 | ||
| META PLATFORMS INC | CL A | 30303M102 | 1,385,617,094 | 1,877,301 | SH | SOLE | 1,850,221 | 0 | 27,080 | ||
| MICROSOFT CORP | COM | 594918104 | 526,319,967 | 1,058,121 | SH | SOLE | 1,009,690 | 0 | 48,431 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 1,303,758,759 | 8,252,160 | SH | SOLE | 7,361,017 | 0 | 891,143 | ||
| SNOWFLAKE INC | CL A | 833445109 | 632,291,226 | 2,825,630 | SH | SOLE | 2,741,916 | 0 | 83,714 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 196,414,167 | 867,209 | SH | SOLE | 728,340 | 0 | 138,869 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 555,424,604 | 5,953,104 | SH | SOLE | 5,741,302 | 0 | 211,802 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 167,263,428 | 2,387,772 | SH | SOLE | 2,008,491 | 0 | 379,281 | ||