London, X0CIK 17829744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
7 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 123.5K | $37.52M | 22.8% | −67.1K | Reduced |
| 2 | Mercadolibre Inc | 16.6K | $33.51M | 20.3% | −2.1K | Reduced |
| 3 | Sea Ltd | 156.6K | $19.98M | 12.1% | +20.0K | Added |
| 4 | Ishares Bitcoin Trust ETF |
| 389.6K |
| $19.34M |
| 11.7% |
| −25.0K |
| Reduced |
| 5 | Nu Hldgs Ltd | 1.10M | $18.46M | 11.2% | −702.4K | Reduced |
| 6 | Shopify Inc | 112.7K | $18.14M | 11.0% | −56.8K | Reduced |
| 7 | Grab Holdings Limited | 3.57M | $17.80M | 10.8% | −484.0K | Reduced |