Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MERCADOLIBRE INC(MELI) | 11,423 | 34,148 | +22,725 | 23,009 | 59,043 | 3.51% | +36,034 |
| COUPANG INC(CPNG) | 0 | 575,000 | +575,000 | 0 | 10,856 | 0.65% | +10,856 |
| BLOCK INC(XYZ) | 1,161,500 | 1,431,500 | +270,000 | 75,602 | 86,148 | 5.12% | +10,546 |
| CLEAR SECURE INC(YOU) | 747,978 | 747,978 | 0 | 26,239 | 36,210 | 2.15% | +9,971 |
| GRAB HOLDINGS LIMITED CLASS A ORD | 2,650,000 | 6,250,000 | +3,600,000 | 13,224 | 22,875 | 1.36% | +9,652 |
| TON STRATEGY CO | 1,577,287 | 1,577,287 | 0 | 3,139 | 3,896 | 0.23% | +757 |
| HYPERLIQUID STRATEGIES INC(PURR) | 376,803 | 0 | -376,803 | 1,341 | 0 | — | -1,341 |
| DLOCAL LTD(DLO) | 3,891,900 | 3,891,900 | 0 | 55,031 | 50,478 | 3.00% | -4,554 |
| SEA LTD(SE) | 1,010,179 | 1,287,679 | +277,500 | 128,869 | 106,633 | 6.34% | -22,236 |
| COINBASE GLOBAL INC(COIN) | 737,300 | 737,300 | 0 | 166,733 | 128,740 | 7.66% | -37,993 |
| ROOT INC(ROOT) | 1,232,607 | 1,232,607 | 0 | 93,106 | 54,444 | 3.24% | -38,662 |
| WEALTHFRONT CORP(WLTH) | 9,848,159 | 9,848,159 | 0 | 133,836 | 91,095 | 5.42% | -42,741 |
| NU HLDGS LTD(NU) | 28,111,640 | 29,481,640 | +1,370,000 | 470,589 | 423,651 | 25.20% | -46,938 |
| FIGURE TECHNOLOGY SOLUTIONS INC(FGRS) | 11,253,191 | 11,253,191 | 0 | 459,580 | 382,046 | 22.73% | -77,534 |
| ROBINHOOD MKTS INC(HOOD) | 3,244,427 | 3,245,438 | +1,011 | 366,945 | 224,909 | 13.38% | -142,036 |