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 |
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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 | 29,696,864 | 210,721 | SH | SOLE | 157,059 | 0 | 32,226 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 12,677,706 | 90,756 | SH | SOLE | 63,010 | 0 | 27,746 | ||
AMAZON COM INC | COM | 023135106 | 33,069,931 | 217,651 | SH | SOLE | 154,411 | 0 | 47,279 | ||
APPLE INC | COM | 037833100 | 32,010,446 | 166,262 | SH | SOLE | 118,206 | 0 | 36,413 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 20,291,468 | 26,808 | SH | SOLE | 19,848 | 0 | 4,962 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 429,419 | 1,204 | SH | SOLE | 1,199 | 0 | 5 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 16,032,430 | 4,520 | SH | SOLE | 3,323 | 0 | 882 | ||
COCA COLA CO | COM | 191216100 | 341,205 | 5,790 | SH | SOLE | 3,247 | 0 | 2,543 | ||
DEXCOM INC | COM | 252131107 | 20,208,307 | 162,852 | SH | SOLE | 117,221 | 0 | 32,580 | ||
HDFC BANK LTD | SPONSORED ADS | 40415F101 | 8,778,737 | 130,811 | SH | SOLE | 94,362 | 0 | 25,931 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 17,062,002 | 50,575 | SH | SOLE | 36,776 | 0 | 10,012 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 564,006 | 1,181 | SH | SOLE | 575 | 0 | 606 | ||
KROGER CO | COM | 501044101 | 365,680 | 8,000 | SH | SOLE | 4,486 | 0 | 3,514 | ||
MAKEMYTRIP LIMITED MAURITIUS | SHS | V5633W109 | 11,030,448 | 234,790 | SH | SOLE | 168,068 | 0 | 48,521 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 27,210,809 | 63,799 | SH | SOLE | 46,782 | 0 | 12,179 | ||
MERCADOLIBRE INC | COM | 58733R102 | 29,214,048 | 18,589 | SH | SOLE | 13,937 | 0 | 3,398 | ||
META PLATFORMS INC | CL A | 30303M102 | 46,983,946 | 132,738 | SH | SOLE | 110,642 | 0 | 16,364 | ||
MID-AMER APT CMNTYS INC | COM | 59522J103 | 481,636 | 3,582 | SH | SOLE | 1,630 | 0 | 1,952 | ||
NOVO-NORDISK A S | ADR | 670100205 | 22,412,976 | 216,655 | SH | SOLE | 155,959 | 0 | 43,774 | ||
NVIDIA CORPORATION | COM | 67066G104 | 64,253,654 | 129,748 | SH | SOLE | 94,174 | 0 | 26,744 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 19,474,131 | 66,041 | SH | SOLE | 46,880 | 0 | 12,904 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 7,095,387 | 115,541 | SH | SOLE | 79,701 | 0 | 20,997 | ||
PIONEER NAT RES CO | COM | 723787107 | 17,449,756 | 77,596 | SH | SOLE | 58,782 | 0 | 13,310 | ||
SALESFORCE INC | COM | 79466L302 | 26,249,492 | 99,755 | SH | SOLE | 71,396 | 0 | 20,200 | ||
SERVICENOW INC | COM | 81762P102 | 21,723,768 | 30,749 | SH | SOLE | 22,378 | 0 | 6,099 | ||
STRYKER CORPORATION | COM | 863667101 | 8,871,313 | 29,624 | SH | SOLE | 21,468 | 0 | 6,233 | ||
TEMPEST THERAPEUTICS INC | COM | 87978U108 | 44,000 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
TOTALENERGIES SE | SPONSORED ADS | 89151E109 | 213,190 | 3,164 | SH | SOLE | 3,164 | 0 | 0 | ||
ISHARES GLOBAL 100 ETF | SPONSORED ADS | 464287572 | 4,381 | 54 | SH | SOLE | 1 | 0 | 0 | ||
ISHARES MSCI ACWI ETF | SPONSORED ADS | 464288257 | 129,536 | 1,273 | SH | SOLE | 19 | 0 | 0 | ||
VANGUARD TTL WRLD STK INDX | SPONSORED ADS | 922042742 | 1,050 | 10 | SH | SOLE | 1 | 0 | 0 |