The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALPHABET INC | CAP STK CL C | 02079K107 | 27,689,975 | 210,011 | SH | SOLE | 177,879 | 0 | 32,132 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 11,991,225 | 91,634 | SH | SOLE | 63,981 | 0 | 27,653 | ||
AMAZON COM INC | COM | 023135106 | 27,499,483 | 216,327 | SH | SOLE | 170,534 | 0 | 45,793 | ||
APPLE INC | COM | 037833100 | 27,441,802 | 160,282 | SH | SOLE | 129,929 | 0 | 30,353 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 15,708,556 | 26,685 | SH | SOLE | 21,741 | 0 | 4,944 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 526,851 | 1,504 | SH | SOLE | 1,499 | 0 | 5 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 13,870,022 | 4,497 | SH | SOLE | 3,616 | 0 | 881 | ||
COCA COLA CO | COM | 191216100 | 324,124 | 5,790 | SH | SOLE | 3,247 | 0 | 2,543 | ||
DEXCOM INC | COM | 252131107 | 15,086,702 | 161,701 | SH | SOLE | 129,696 | 0 | 32,005 | ||
HDFC BANK LTD | SPONSORED ADS | 40415F101 | 7,649,208 | 129,626 | SH | SOLE | 104,466 | 0 | 25,160 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 14,727,752 | 50,387 | SH | SOLE | 40,461 | 0 | 9,926 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 1,075,613 | 2,505 | SH | SOLE | 1,899 | 0 | 606 | ||
KROGER CO | COM | 501044101 | 358,000 | 8,000 | SH | SOLE | 4,486 | 0 | 3,514 | ||
MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 9,457,458 | 233,402 | SH | SOLE | 185,441 | 0 | 47,961 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 25,198,768 | 63,648 | SH | SOLE | 51,620 | 0 | 12,028 | ||
MERCADOLIBRE INC | COM | 58733R102 | 23,550,869 | 18,575 | SH | SOLE | 15,187 | 0 | 3,388 | ||
META PLATFORMS INC | CL A | 30303M102 | 39,805,744 | 132,593 | SH | SOLE | 116,460 | 0 | 16,133 | ||
MID-AMER APT CMNTYS INC | COM | 59522J103 | 571,849 | 4,445 | SH | SOLE | 2,493 | 0 | 1,952 | ||
NOVO-NORDISK A S | ADR | 670100205 | 19,656,564 | 216,149 | SH | SOLE | 172,525 | 0 | 43,624 | ||
NVIDIA CORPORATION | COM | 67066G104 | 57,069,897 | 131,198 | SH | SOLE | 104,360 | 0 | 26,838 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 15,395,453 | 65,669 | SH | SOLE | 52,910 | 0 | 12,759 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 10,708,016 | 183,168 | SH | SOLE | 141,439 | 0 | 41,729 | ||
PIONEER NAT RES CO | COM | 723787107 | 18,499,339 | 80,590 | SH | SOLE | 64,388 | 0 | 16,202 | ||
SALESFORCE INC | COM | 79466L302 | 20,192,556 | 99,579 | SH | SOLE | 79,375 | 0 | 20,204 | ||
SERVICENOW INC | COM | 81762P102 | 17,133,623 | 30,653 | SH | SOLE | 24,618 | 0 | 6,035 | ||
STRYKER CORPORATION | COM | 863667101 | 8,079,961 | 29,568 | SH | SOLE | 23,350 | 0 | 6,218 | ||
TOTALENERGIES SE | SPONSORED ADS | 89151E109 | 300,655 | 4,572 | SH | SOLE | 4,572 | 0 | 0 | ||
ISHARES MSCI ACWI ETF | ETF | 464288257 | 41,342 | 448 | SH | SOLE | 448 | 0 | 0 |