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 | 1,877,747,920 | 10,308,800 | SH | SOLE | 10,308,800 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 1,221,548,710 | 6,321,080 | SH | SOLE | 6,321,080 | 0 | 0 | ||
APOLLO GLOBAL MGMT INC | COM | 03769M106 | 1,450,512,738 | 12,285,193 | SH | SOLE | 12,285,193 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 211,258,248 | 895,200 | SH | SOLE | 895,200 | 0 | 0 | ||
ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | 49,086,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
ASTERA LABS INC | COM | 04626A103 | 4,235,700 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
ATLASSIAN CORPORATION | CL A | 049468101 | 70,848,400 | 400,545 | SH | SOLE | 400,545 | 0 | 0 | ||
ATRENEW INC | SPONSORED ADS | 00138L108 | 27,210,487 | 11,481,218 | SH | SOLE | 11,481,218 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 292,688,119 | 182,300 | SH | SOLE | 182,300 | 0 | 0 | ||
CORPAY INC | COM SHS | 219948106 | 278,824,706 | 1,046,600 | SH | SOLE | 1,046,600 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 344,871,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 127,018,386 | 979,400 | SH | SOLE | 979,400 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 130,705,144 | 1,152,806 | SH | SOLE | 1,152,806 | 0 | 0 | ||
DINGDONG CAYMAN LTD | ADS | 25445D101 | 235,893 | 118,539 | SH | SOLE | 118,539 | 0 | 0 | ||
DOORDASH INC | CL A | 25809K105 | 238,882,294 | 2,196,013 | SH | SOLE | 2,196,013 | 0 | 0 | ||
ELASTIC N V | ORD SHS | N14506104 | 192,587,637 | 1,690,700 | SH | SOLE | 1,690,700 | 0 | 0 | ||
ELI LILLY & CO | COM | 532457108 | 842,003,400 | 930,000 | SH | SOLE | 930,000 | 0 | 0 | ||
GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | 329,879,447 | 92,923,788 | SH | SOLE | 92,923,788 | 0 | 0 | ||
JD.COM INC | SPON ADS CL A | 47215P106 | 21,258,958 | 822,715 | SH | SOLE | 822,715 | 0 | 0 | ||
KLAVIYO INC | COM SER A | 49845K101 | 871,150 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 376,086,918 | 353,183 | SH | SOLE | 353,183 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | 169,829,760 | 2,364,000 | SH | SOLE | 2,364,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 3,764,072,387 | 7,465,139 | SH | SOLE | 7,465,139 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 2,388,574,547 | 5,344,165 | SH | SOLE | 5,344,165 | 0 | 0 | ||
NOVO-NORDISK A S | ADR | 670100205 | 181,137,060 | 1,269,000 | SH | SOLE | 1,269,000 | 0 | 0 | ||
NU HLDGS LTD | ORD SHS CL A | G6683N103 | 237,602,827 | 18,433,113 | SH | SOLE | 18,433,113 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 1,196,305,767 | 9,683,550 | SH | SOLE | 9,683,550 | 0 | 0 | ||
OKLO INC | COM CL A | 02156V109 | 25,892,722 | 3,056,992 | SH | SOLE | 3,056,992 | 0 | 0 | ||
PROCORE TECHNOLOGIES INC | COM | 74275K108 | 155,132,245 | 2,339,500 | SH | SOLE | 2,339,500 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 370,016,686 | 1,857,700 | SH | SOLE | 1,857,700 | 0 | 0 | ||
REDDIT INC | CL A | 75734B100 | 31,945,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
RUBRIK INC. | CL A | 781154109 | 7,665,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 1,145,672,146 | 16,041,335 | SH | SOLE | 16,041,335 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 455,997,199 | 579,655 | SH | SOLE | 579,655 | 0 | 0 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 803,616 | 2,561 | SH | SOLE | 2,561 | 0 | 0 | ||
STONECO LTD | COM CL A | G85158106 | 8,177,180 | 682,000 | SH | SOLE | 682,000 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 533,751,391 | 3,070,890 | SH | SOLE | 3,070,890 | 0 | 0 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 877,514,346 | 5,643,542 | SH | SOLE | 5,643,542 | 0 | 0 | ||
TOAST INC | CL A | 888787108 | 2,023,486 | 78,521 | SH | SOLE | 78,521 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 218,526,665 | 3,006,696 | SH | SOLE | 3,006,696 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 1,195,538,776 | 2,347,600 | SH | SOLE | 2,347,600 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 420,345,784 | 1,880,237 | SH | SOLE | 1,880,237 | 0 | 0 | ||
ZKH GROUP LTD | SPONSORED ADS | 98877R104 | 31,962,267 | 8,195,453 | SH | SOLE | 8,195,453 | 0 | 0 | ||
ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | 98980F104 | 119,518,401 | 9,359,311 | SH | SOLE | 9,359,311 | 0 | 0 |