Edinburgh, X0CIK 10888754 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
266 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 43.87M | $8.18B | 6.8% | −2.68M | Reduced |
| 2 | Mercadolibre Inc | 3.48M | $7.01B | 5.8% | +164.1K | Added |
| 3 | Amazon Com Inc | 29.39M | $6.78B | 5.6% | −2.27M | Reduced |
| 4 | Shopify Inc |
| 31.21M |
| $5.02B |
| 4.2% |
| −4.24M |
| Reduced |
| 5 | Sea Ltd | 38.76M | $4.94B | 4.1% | −1.33M | Reduced |
| 6 | Spotify Technology S A | 8.33M | $4.84B | 4.0% | −364.2K | Reduced |
| 7 | Nu Hldgs Ltd | 257.26M | $4.31B | 3.6% | +5.80M | Added |
| 8 | Applovin Corp | 6.17M | $4.16B | 3.5% | −79.6K | Reduced |
| 9 | Pdd Holdings Inc | 31.03M | $3.52B | 2.9% | −766.7K | Reduced |
| 10 | Netflix Inc | 36.94M | $3.46B | 2.9% | +33.29M | Added |
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