Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ROOT INC(ROOT) | 1,221,783 | 1,221,783 | 0 | 88,689 | 163,035 | 16.72% | +74,345 |
| SEA LTD(SE) | 1,100,179 | 1,100,179 | 0 | 116,729 | 143,562 | 14.72% | +26,833 |
| NU HLDGS LTD(NU) | 25,243,753 | 27,061,625 | +1,817,872 | 261,525 | 277,111 | 28.41% | +15,586 |
| ROBINHOOD MKTS INC(HOOD) | 3,288,667 | 3,239,917 | -48,750 | 122,536 | 134,845 | 13.83% | +12,310 |
| MERCADOLIBRE INC(MELI) | 10,673 | 10,673 | 0 | 18,149 | 20,822 | 2.13% | +2,673 |
| GRAYSCALE BITCOIN TRUST ETF(GBTC) | 29,309 | 29,309 | 0 | 1,633 | 1,910 | 0.20% | +277 |
| GRAYSCALE BITCOIN MINI TR BT(BTC) | 5,861 | 5,861 | 0 | 245 | 214 | 0.02% | -32 |
| CLEAR SECURE INC(YOU) | 547,978 | 547,978 | 0 | 14,598 | 14,198 | 1.46% | -400 |
| COINBASE GLOBAL INC(COIN) | 527,600 | 737,600 | +210,000 | 131,003 | 127,037 | 13.03% | -3,966 |
| DLOCAL LTD(DLO) | 3,891,900 | 3,891,900 | 0 | 43,823 | 32,458 | 3.33% | -11,364 |
| BLOCK INC(XYZ) | 1,001,500 | 1,106,500 | +105,000 | 85,117 | 60,116 | 6.16% | -25,001 |