Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Air Global PLC | 88.1% | Unchanged | 97,404,379 | $649M |
| KK Kaspi Kz Jsc | 7.0% | Unchanged | 596,134 | $51.6M |
| Ton Strategy Co | 4.2% | Unchanged | 12,091,720 | $30.8M |
| Lesaka Technologies, Inc. | 0.6% | Unchanged | 919,888 | $4.57M |
| Stablecoinx Inc. | 0.0% | Unchanged | 300,000 | $264K |
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