 BOOKING HOLDINGS INC COMBKNG |
| 12.44% | 10.84% | $22.7M | 127,517 | $17.7M | 4,207 | +123,310+2,931.07% | Add |
 AIRBNB INC COM CL AABNB |
| 10.15% | 14.88% | $18.5M | 129,575 | $24.3M | 192,562 | -62,987-32.71% | Reduce |
 NU HLDGS LTDNU |
| 9.19% | 7.71% | $16.8M | 1.3M | $12.6M | 877,447 | +379,397+43.24% | Add |
 DLOCAL LTDDLO |
| 7.91% | 6.39% | $14.5M | 1.1M | $10.4M | 804,856 | +307,756+38.24% | Add |
 SAP SE SPON ADRSAP |
| 7.75% | 8.14% | $14.2M | 91,841 | $13.3M | 77,681 | +14,160+18.23% | Add |
 COUPANG INC CLASS ACPNG |
| 6.82% | 5.75% | $12.5M | 717,205 | $9.4M | 497,606 | +219,599+44.13% | Add |
 APOLLO GLOBAL MGMT INC COMAPO |
| 6.34% | 8% | $11.6M | 97,952 | $13.1M | 117,384 | -19,432-16.55% | Reduce |
 S&P GLOBAL INCSPGI |
| 5.8% | — | $10.6M | 26,027 | $0 | 0 | +26,027 | New Buy |
 VISA INCV |
| 5.76% | 3.79% | $10.5M | 30,693 | $6.2M | 20,521 | +10,172+49.57% | Add |
 MICROSOFT CORPMSFT |
| 4.88% | 6.34% | $8.9M | 23,926 | $10.4M | 28,006 | -4,080-14.57% | Reduce |
 MASTERCARD INCORPORATEDMA |
| 4.87% | 3.77% | $8.9M | 17,329 | $6.2M | 12,349 | +4,980+40.33% | Add |
 META PLATFORMS INCMETA |
| 4.03% | 4.77% | $7.4M | 13,081 | $7.8M | 13,630 | -549-4.03% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 3.12% | 3.7% | $5.7M | 3,360 | $6.0M | 3,495 | -135-3.86% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.91% | 3.89% | $5.3M | 11,138 | $6.4M | 18,829 | -7,691-40.85% | Reduce |
 ADOBE INC COMADBE |
| 2.61% | 3.52% | $4.8M | 23,269 | $5.8M | 23,685 | -416-1.76% | Reduce |
 AMAZON COM INCAMZN |
| 2.57% | 2.62% | $4.7M | 19,680 | $4.3M | 20,598 | -918-4.46% | Reduce |
| AAlphabet Inc Class CGOOG |
| 1.7% | 1.88% | $3.1M | 8,792 | $3.1M | 10,712 | -1,920-17.92% | Reduce |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 1.13% | — | $2.1M | 4,503 | $0 | 0 | +4,503 | New Buy |
 ALPHABET INCGOOGL |
| <0.01% | — | $6,433 | 18 | $0 | 0 | +18 | New Buy |
