- Filed
- 2026-05-15
- Portfolio value
- $2,148,421,589
- Positions
- 12
| Ticker |
Change |
% of portfolio |
Shares |
Value |
|
DLO
history
|
|
28.17% |
46,656,695 |
$605,137,334
|
|
CHYM
history
|
|
18.53% |
21,259,683 |
$398,193,863
|
|
XP
history
|
−9% |
18.23% |
20,566,133 |
$391,579,172
|
|
ALKT
history
|
+28% |
11.19% |
15,337,495 |
$240,338,547
|
|
PHVS
history
|
|
10.56% |
8,031,252 |
$226,882,869
|
|
EWCZ
history
|
|
3.53% |
13,110,492 |
$75,778,644
|
|
RVMD
history
|
−75% |
3.2% |
707,791 |
$68,832,675
|
|
NRIX
history
|
−16% |
2.96% |
4,101,865 |
$63,578,908
|
|
CNTA
history
|
−78% |
2.5% |
1,354,830 |
$53,813,848
|
|
RSKD
history
|
|
0.97% |
5,324,998 |
$20,873,992
|
|
GROV
history
|
|
0.15% |
2,474,859 |
$3,167,820
|
|
BULL
history
|
|
0.01% |
50,816 |
$243,917
|
|
ALHC
history
|
SOLD |
— |
— |
—
|