| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 TAIWAN SEMICONDUCTOR MANUFACTSM | 34.92% | 29.88% | $61.4M | 128,571 | $37.0M | 109,498 | +19,073+17.42% | Add | |
 MERCADOLIBRE INC COMMELI | 26.92% | 28.99% | $47.3M | 27,882 | $35.9M | 20,759 | +7,123+34.31% | Add | |
| SSEA LTD SPONSORD ADSSE | 16.11% | 11.4% | $28.3M | 295,657 | $14.1M | 170,436 | +125,221+73.47% | Add | |
 SHOPIFY INCSHOP | 12.22% | 13.14% | $21.5M | 188,235 | $16.3M | 137,158 | +51,077+37.24% | Add | |
 VANECK ETF TRUSTSMH | 9.14% | — | $16.1M | 24,500 | $0 | 0 | +24,500 | New Buy | |
 IREN LTDIREN | 0.69% | — | $1.2M | 26,500 | $0 | 0 | +26,500 | New Buy |
