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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,873,571,974 | 10,631,402 | SH | SOLE | 10,631,402 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 2,344,300,840 | 10,685,541 | SH | SOLE | 10,685,541 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 880,941,198 | 6,209,496 | SH | SOLE | 6,209,496 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 163,884,264 | 895,200 | SH | SOLE | 895,200 | 0 | 0 | ||
| APPLOVIN CORP | COM CL A | 03831W108 | 701,206,389 | 2,002,989 | SH | SOLE | 2,002,989 | 0 | 0 | ||
| ATRENEW INC | SPONSORED ADS | 00138L108 | 32,541,332 | 9,831,218 | SH | SOLE | 9,831,218 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | 267,945,809 | 3,944,440 | SH | SOLE | 3,944,440 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 745,140,939 | 2,703,214 | SH | SOLE | 2,703,214 | 0 | 0 | ||
| CHIME FINL INC | COM SHS CL A | 16935C109 | 430,366,204 | 12,470,768 | SH | SOLE | 12,470,768 | 0 | 0 | ||
| CIRCLE INTERNET GROUP INC | COM CL A | 172573107 | 22,661,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| CORPAY INC | COM SHS | 219948106 | 498,276,176 | 1,501,646 | SH | SOLE | 1,501,646 | 0 | 0 | ||
| COSTAR GROUP INC | COM | 22160N109 | 260,906,764 | 3,245,109 | SH | SOLE | 3,245,109 | 0 | 0 | ||
| COUPANG INC | CL A | 22266T109 | 407,023,947 | 13,585,579 | SH | SOLE | 13,585,579 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 254,655,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 6,245,824 | 25,337 | SH | SOLE | 25,337 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 142,576,731 | 1,690,700 | SH | SOLE | 1,690,700 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 1,177,994,555 | 1,511,160 | SH | SOLE | 1,511,160 | 0 | 0 | ||
| ETORO GROUP LTD | SHS CL A | G32089107 | 5,327,200 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| FLUTTER ENTMT PLC | SHS | G3643J108 | 986,841,298 | 3,453,392 | SH | SOLE | 3,453,392 | 0 | 0 | ||
| GE VERNOVA INC | COM | 36828A101 | 580,897,695 | 1,097,794 | SH | SOLE | 1,097,794 | 0 | 0 | ||
| GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | 467,406,654 | 92,923,788 | SH | SOLE | 92,923,788 | 0 | 0 | ||
| HINGE HEALTH INC | CL A | 433313103 | 28,566,414 | 552,008 | SH | SOLE | 552,008 | 0 | 0 | ||
| JD.COM INC | SPON ADS CL A | 47215P106 | 11,238,246 | 344,309 | SH | SOLE | 344,309 | 0 | 0 | ||
| LAM RESEARCH CORP | COM NEW | 512807306 | 512,040,328 | 5,260,328 | SH | SOLE | 5,260,328 | 0 | 0 | ||
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | 280,269,000 | 2,682,000 | SH | SOLE | 2,682,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 5,560,419,467 | 7,533,525 | SH | SOLE | 7,533,525 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 3,258,715,957 | 6,551,368 | SH | SOLE | 6,551,368 | 0 | 0 | ||
| MNTN INC | CL A | 55318A108 | 437,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| NOVO-NORDISK A S | ADR | 670100205 | 87,586,380 | 1,269,000 | SH | SOLE | 1,269,000 | 0 | 0 | ||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 151,366,654 | 11,032,555 | SH | SOLE | 11,032,555 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 1,850,023,718 | 11,709,752 | SH | SOLE | 11,709,752 | 0 | 0 | ||
| PONY AI INC | SPONSORED ADS | 732908108 | 4,884,000 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | 160,068,590 | 2,339,500 | SH | SOLE | 2,339,500 | 0 | 0 | ||
| REDDIT INC | CL A | 75734B100 | 925,852,521 | 6,148,984 | SH | SOLE | 6,148,984 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 2,565,651,120 | 16,041,335 | SH | SOLE | 16,041,335 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 308,424,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| SHERWIN WILLIAMS CO | COM | 824348106 | 413,465,528 | 1,204,175 | SH | SOLE | 1,204,175 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 967,969,484 | 1,261,461 | SH | SOLE | 1,261,461 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 1,036,955,927 | 4,578,374 | SH | SOLE | 4,578,374 | 0 | 0 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 1,418,063,320 | 5,839,256 | SH | SOLE | 5,839,256 | 0 | 0 | ||
| TRIUMPH FINANCIAL INC | COM | 89679E300 | 2,408,748 | 43,708 | SH | SOLE | 43,708 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 14,104,907 | 151,178 | SH | SOLE | 151,178 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 136,892,436 | 438,800 | SH | SOLE | 438,800 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 697,055,590 | 2,420,500 | SH | SOLE | 2,420,500 | 0 | 0 | ||
| WEBULL CORP | ORD SHS | G9572D103 | 140,220,679 | 11,724,137 | SH | SOLE | 11,724,137 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 240,000,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 436,347,544 | 6,229,087 | SH | SOLE | 6,229,087 | 0 | 0 | ||
| ZILLOW GROUP INC | CL A | 98954M101 | 68,807,999 | 1,004,643 | SH | SOLE | 1,004,643 | 0 | 0 | ||
| ZKH GROUP LTD | SPONSORED ADS | 98877R104 | 24,550,317 | 7,996,846 | SH | SOLE | 7,996,846 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 528,444,528 | 1,683,266 | SH | SOLE | 1,683,266 | 0 | 0 | ||