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Q2 2026 13F filing
Updated 27 days ago34 disclosed positions worth $56.2M
Portfolio value
$56.2M
Total holdings
34
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VGES VANGUARD STAR FDS | $5.3M | 62.2K | 9.46% | — |
| 2 | V VGES VANGUARD INDEX FDS | $5.2M | 7.6K | 9.23% | — |
| 3 | G GOOGN ALPHABET INC | $5.1M | 14.5K | 9.14% | — |
| 4 | E ETHA ISHARES TR | $5M | 20.6K | 8.87% | — |
| 5 | ? N/A KASPI KZ JSC | $3.3M | 38.0K | 5.86% | — |
| 6 | M META META PLATFORMS INC | $3M | 5.4K | 5.37% | — |
| 7 | V VGES VANGUARD SCOTTSDALE FDS | $2.8M | 48.7K | 5.04% | — |
| 8 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $2.5M | 5.3K | 4.51% | — |
| 9 | S SNDK SANDISK CORP | $2.5M | 1.1K | 4.47% | — |
| 10 | S STT-PG SELECT SECTOR SPDR TR | $2.4M | 13.1K | 4.31% | — |
| 11 | M MELI MERCADOLIBRE INC | $1.6M | 921 | 2.78% | — |
| 12 | N NU NU HLDGS LTD | $1.5M | 112.0K | 2.66% | — |
| 13 | H HLT HILTON WORLDWIDE HLDGS INC | $1.4M | 4.4K | 2.56% | — |
| 14 | H HODL VANECK ETF TRUST | $1.4M | 14.2K | 2.49% | — |
| 15 | N NVDA NVIDIA CORPORATION | $1.1M | 5.5K | 1.95% | — |
| 16 | H HOOD ROBINHOOD MKTS INC | $1.1M | 10.9K | 1.94% | — |
| 17 | H HRB BLOCK H & R INC | $1M | 27.0K | 1.83% | — |
| 18 | D DUOL DUOLINGO INC | $898K | 7.8K | 1.60% | — |
| 19 | H HCA HCA HEALTHCARE INC | $854K | 2.2K | 1.52% | — |
| 20 | C CPRT COPART INC | $846K | 30.0K | 1.50% | — |
| 21 | V VAL-WT VALARIS LTD | $820K | 11.3K | 1.46% | — |
| 22 | S SAM BOSTON BEER INC | $814K | 4.6K | 1.45% | — |
| 23 | N NRP NATURAL RESOURCE PARTNERS LP | $776K | 8.0K | 1.38% | — |
| 24 | N NOW SERVICENOW INC | $685K | 6.9K | 1.22% | — |
| 25 | B BZ KANZHUN LIMITED | $682K | 53.0K | 1.21% | — |
| 26 | B BSTZ BLACKROCK INC | $669K | 696 | 1.19% | — |
| 27 | A AMZN AMAZON COM INC | $486K | 2.0K | 0.87% | — |
| 28 | R RERE ATRENEW INC | $482K | 124.6K | 0.86% | — |
| 29 | V VOXR VOX ROYALTY CORP | $481K | 102.0K | 0.86% | — |
| 30 | R RBLX ROBLOX CORP | $372K | 6.8K | 0.66% | — |
| 31 | E ETHA ISHARES INC | $312K | 350 | 0.55% | — |
| 32 | N NOAH NOAH HLDGS LTD | $246K | 24.6K | 0.44% | — |
| 33 | M MRVL MARVELL TECHNOLOGY INC | $238K | 800 | 0.42% | — |
| 34 | B BHC BAUSCH HEALTH COS INC | $185K | 37.5K | 0.33% | — |