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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 17.65% | 198,512 | $113,574,671 | -17,000 | -7.89% | $572.13 | 13F |
| KSPI | KASPI KZ JSC | 7.26% | 631,001 | $46,738,244 | -14,000 | -2.17% | $74.07 | 13F |
| PDD | PDD HOLDINGS INC | 6.99% | 440,228 | $44,982,497 | -5,000 | -1.12% | $102.18 | 13F |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.26% | 62,176 | $21,012,379 | -65,100 | -51.15% | $337.95 | 13F |
| GOOG | ALPHABET INC | 3.2% | 71,690 | $20,564,993 | -3,700 | -4.91% | $286.86 | 13F |
| DOCU | DOCUSIGN INC | 1.65% | 224,600 | $10,648,286 | -6,400 | -2.77% | $47.41 | 13F |