Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 75,000 | +75,000 | 0 | 9,917 | 4.13% | +9,917 |
| COGENT COMMUNICATIONS HLDGS | 252,000 | 448,000 | +196,000 | 19,422 | 27,467 | 11.44% | +8,045 |
| PDD HOLDINGS INC(PDD) | 0 | 49,000 | +49,000 | 0 | 5,799 | 2.42% | +5,799 |
| STONECO LTD(STNE) | 1,049,000 | 1,299,000 | +250,000 | 8,361 | 13,614 | 5.67% | +5,253 |
| DISCOVER FINANCIAL SERVICES | 94,000 | 126,000 | +32,000 | 16,284 | 21,508 | 8.96% | +5,225 |
| PINTEREST INC(PINS) | 729,000 | 746,000 | +17,000 | 21,141 | 23,126 | 9.63% | +1,985 |
| BANCOLOMBIA S A | 430,000 | 371,000 | -59,000 | 13,549 | 14,914 | 6.21% | +1,365 |
| META PLATFORMS INC(META) | 16,100 | 16,400 | +300 | 9,427 | 9,452 | 3.94% | +26 |
| PAGSEGURO DIGITAL LTD(PAGS) | 1,675,000 | 1,375,000 | -300,000 | 10,486 | 10,491 | 4.37% | +6 |
| SHIFT4 PAYMENTS INC(FOUR) | 486,000 | 525,000 | +39,000 | 50,437 | 42,898 | 17.87% | -7,539 |
| MASTERCARD INC(MA) | 77,000 | 58,000 | -19,000 | 40,546 | 31,791 | 13.24% | -8,755 |
| VISA INC(V) | 127,000 | 83,000 | -44,000 | 40,137 | 29,088 | 12.12% | -11,049 |