| IISHARES TRIVV |
| 16.91% | 18.34% | $49.2M | 65,702 | $47.2M | 72,302 | -6,600-9.13% | Reduce |
 AMAZON COM INCAMZN |
| 12.25% | 8.09% | $35.6M | 149,510 | $20.8M | 97,627 | +51,883+53.14% | Add |
 NVIDIA CORPORATIONNVDA |
| 11.91% | 2.49% | $34.7M | 173,181 | $6.4M | 36,810 | +136,371+370.47% | Add |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 10.05% | — | $29.2M | 61,210 | $0 | 0 | +61,210 | New Buy |
 ALPHABET INCGOOGL |
| 9.89% | 12.69% | $28.8M | 80,513 | $32.7M | 111,474 | -30,961-27.77% | Reduce |
 NU HLDGS LTDNU |
| 7.69% | 14.91% | $22.4M | 1.7M | $38.4M | 2.7M | -998,176-37.35% | Reduce |
 MICROSOFT CORPMSFT |
| 6.48% | 3.97% | $18.9M | 50,569 | $10.2M | 27,633 | +22,936+83.00% | Add |
 VISA INCV |
| 5.53% | 6.58% | $16.1M | 46,857 | $17.0M | 56,091 | -9,234-16.46% | Reduce |
 META PLATFORMS INCMETA |
| 4.55% | 6.68% | $13.2M | 23,485 | $17.2M | 30,067 | -6,582-21.89% | Reduce |
 MERCADOLIBRE INC COMMELI |
| 4.47% | 7.35% | $13.0M | 7,659 | $18.9M | 10,949 | -3,290-30.05% | Reduce |
 BROADCOM INCAVGO |
| 3.74% | — | $10.9M | 28,829 | $0 | 0 | +28,829 | New Buy |
| SSEA LTD SPONSORD ADSSE |
| 2.94% | 3.21% | $8.6M | 89,239 | $8.3M | 99,725 | -10,486-10.51% | Reduce |
 COUPANG INC CLASS ACPNG |
| 2.8% | 4.64% | $8.1M | 469,067 | $12.0M | 633,217 | -164,150-25.92% | Reduce |
| EEMBRAER S.A.FGM |
| 0.78% | 4.66% | $2.3M | 35,715 | $12.0M | 202,239 | -166,524-82.34% | Reduce |
