| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | FIGURE TECHNOLOGY SOLUTIONS INC COM CL A | $382.0M | 11.25M | 22.7% | —HELD | 0 |
| 2 | NU HLDGS LTD ORD SHS CL A | $225.2M | 15.67M | 13.4% | ADDED | +3.23M |
| 3 | ROBINHOOD MKTS INC COM CL A | $224.9M | 3.25M | 13.4% | ADDED | +1.0K |
| 4 | NU HLDGS LTD ORD SHS CL A | $198.4M | 13.81M | 11.8% | ADDED | +1.37M |
| 5 | COINBASE GLOBAL INC COM CL A | $109.7M | 628.0K | 6.5% | —HELD | 0 |
| 6 | SEA LTD SPONSORD ADS | $106.6M | 1.29M | 6.3% | ADDED | +277.5K |
| 7 | WEALTHFRONT CORP COM | $91.1M | 9.85M | 5.4% | —HELD | 0 |
| 8 | BLOCK INC CL A | $86.1M | 1.43M | 5.1% | ADDED | +270.0K |
| 9 | MERCADOLIBRE INC COM | $59.0M | 34.1K | 3.5% | ADDED | +22.7K |
| 10 | ROOT INC CL A NEW | $54.4M | 1.23M | 3.2% | —HELD | 0 |
| 11 | DLOCAL LTD CLASS A COM | $50.5M | 3.89M | 3.0% | —HELD | 0 |
| 12 | CLEAR SECURE INC COM CL A | $36.2M | 748.0K | 2.2% | —HELD | 0 |
| 13 | GRAB HOLDINGS LIMITED CLASS A ORD | $22.9M | 6.25M | 1.4% | ADDED | +3.60M |
| 14 | COINBASE GLOBAL INC COM CL A | $19.1M | 109.3K | 1.1% | REDUCED | -518,700 |
| 15 | COUPANG INC CL A | $10.9M | 575.0K | 0.6% | NEW | — |
| 16 | TON STRATEGY CO COM | $3.9M | 1.58M | 0.2% | —HELD | 0 |
| 17 | HYPERLIQUID STRATEGIES INC COM | $0 | 0 | 0.0% | EXITED | -376,803 |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 15, 2026