CIK 0001167483 · ultimo deposito 13F: 2026-05-15 (confrontato con 2026-02-17)
| Titolo | Valore | Azioni | Variazione |
|---|---|---|---|
| ALPHABET INC 02079K305 |
$3,057,165,959 | 10,631,402 | -8% |
| NVIDIA CORPORATION 67066G104 |
$2,094,849,549 | 12,011,752 | +2% |
| AMAZON COM INC 023135106 |
$2,082,700,000 | 10,000,000 | -10% |
| TAIWAN SEMICONDUCTOR MANUFAC 874039100 |
$1,880,716,758 | 5,565,074 | +66% |
| META PLATFORMS INC 30303M102 |
$1,766,087,500 | 3,086,864 | -3% |
| SEA LTD 81141R100 |
$1,276,585,296 | 15,415,835 | -35% |
| BROADCOM INC 11135F101 |
$1,109,535,781 | 3,584,814 | +12% |
| MICROSOFT CORP 594918104 |
$925,425,000 | 2,500,000 | -65% |
| GE VERNOVA INC 36828A101 |
$849,326,463 | 972,994 | +34% |
| LAM RESEARCH CORP 512807306 |
$833,367,797 | 3,900,439 | +25% |
| SPOTIFY TECHNOLOGY S A L8681T102 |
$766,526,817 | 1,580,761 | +5% |
| COUPANG INC 22266T109 |
$653,161,284 | 34,595,407 | +5% |
| APPLIED MATLS INC 038222105 |
$566,311,851 | 1,656,900 | +146% |
| CORPAY INC 219948106 |
$509,856,965 | 1,752,146 | -3% |
| APPLOVIN CORP 03831W108 |
$398,000,000 | 1,000,000 | -54% |
| TAKE-TWO INTERACTIVE SOFTWAR 874054109 |
$395,000,000 | 2,000,000 | -74% |
| APOLLO GLOBAL MGMT INC 03769M106 |
$366,943,274 | 3,293,334 | -59% |
| REDDIT INC 75734B100 |
$336,625,000 | 2,500,000 | -62% |
| ZILLOW GROUP INC 98954M200 |
$304,927,441 | 7,368,957 | -26% |
| BLOCK INC 852234103 |
$240,720,000 | 4,000,000 | -42% |
| NETFLIX INC. 64110L106 |
$234,509,850 | 2,439,000 | +2% |
| MERCADOLIBRE INC 58733R102 |
$233,428,074 | 135,006 | Nuova |
| LIBERTY MEDIA CORP DEL 531229755 |
$228,023,640 | 2,682,000 | -14% |
| ZSCALER INC 98980G102 |
$221,625,372 | 1,579,766 | -38% |
| CHIME FINL INC 16935C109 |
$207,561,740 | 11,081,780 | -42% |
| NU HLDGS LTD G6683N103 |
$158,537,818 | 11,032,555 | -14% |
| SERVICENOW INC 81762P102 |
$156,825,000 | 1,500,000 | -52% |
| WEALTHFRONT CORP 947002101 |
$140,201,112 | 15,156,877 | -32% |
| PROCORE TECHNOLOGIES INC 74275K108 |
$133,351,500 | 2,339,500 | -22% |
| LUMENTUM HLDGS INC 55024U109 |
$96,137,568 | 136,800 | Nuova |
| UNITEDHEALTH GROUP INC 91324P102 |
$94,826,913 | 350,445 | -32% |
| EQUIPMENTSHARE COM INC 29445S100 |
$93,287,389 | 4,579,646 | Nuova |
| SHERWIN WILLIAMS CO 824348106 |
$82,407,956 | 257,083 | -1% |
| INTEL CORP 458140100 |
$72,315,831 | 1,638,700 | Nuova |
| COSTAR GROUP INC 22160N109 |
$60,510,000 | 1,500,000 | -60% |
| ATRENEW INC 00138L108 |
$46,108,412 | 9,831,218 | -12% |
| ZILLOW GROUP INC 98954M101 |
$42,372,309 | 1,023,733 | -39% |
| WEBULL CORP G9572D103 |
$32,275,858 | 6,724,137 | -38% |
| PONY AI INC 732908108 |
$27,376,000 | 2,900,000 | -35% |
| UBER TECHNOLOGIES INC 90353T100 |
$10,874,234 | 151,178 | -12% |
| ROBINHOOD VENTURES FD I 770701100 |
$10,616,000 | 400,000 | Nuova |
| JD.COM INC 47215P106 |
$10,181,217 | 344,309 | +3% |
| PAYPAY CORP 70450C101 |
$8,536,000 | 400,000 | Nuova |
| FIGURE TECHNOLOGY SOLUTIO 349381103 |
$6,790,000 | 200,000 | -17% |
| NETSKOPE INC 64119N608 |
$4,245,000 | 500,000 | -52% |
| XANADU QUANTUM TECHNOLO LTD 98390R102 |
$3,830,000 | 500,000 | Nuova |
| DOORDASH INC 25809K105 |
$3,804,351 | 25,337 | -34% |
| BULLISH G16910120 |
$3,573,000 | 100,000 | -6% |
| ETORO GROUP LTD G32089107 |
$2,402,400 | 80,000 | -14% |
| KLARNA GROUP PLC G5279N105 |
$2,290,750 | 175,000 | -55% |
| FIGMA INC 316841105 |
$1,268,400 | 60,000 | -43% |
| ACCELERANT HOLDINGS G00894108 |
$1,002,000 | 75,000 | -18% |
| GEMINI SPACE STA INC 36866J105 |
$309,400 | 70,000 | -55% |
| MNTN INC 55318A108 |
$176,000 | 20,000 | -26% |
Titoli presenti nel deposito precedente (2026-02-17) e non piu' in quello attuale.
| Titolo |
|---|
| HINGE HEALTH INC |
| WORKDAY INC |
| FLUTTER ENTMT PLC |
| VEEVA SYS INC |
| GRAB HOLDINGS LIMITED |
| CIRCLE INTERNET GROUP INC |
| ELASTIC N V |