Compounders Fund
Majority of our Investment Corpus is in perennial long term global compounders like Amazon.com , Costco, NVIDIA, Facebook , Apple in the USA ; Asian Paints and Divi's Lab in India ; Kweichow Mouwtai in China.
Majority of our Investment Corpus is in perennial long term global compounders like Amazon.com , Costco, NVIDIA, Facebook , Apple in the USA ; Asian Paints and Divi's Lab in India ; Kweichow Mouwtai in China.
USA : TESLA, ON SEMI, STEM INC, LITHIUM ETF ; CHINA : BYD MOTORS, XPENG MOTORS
USA : INTELLIA THERAPEUTICS, CRSP THERAPEUTICS, EDITAS INC, BEAM THERAPEUTICS, MODERNA INC, BIONTECH ADR, ARCTURUS THERAPEUTICS
USA : SQUARE, LENDING CLUB INC, UPSTART INC, MERCADO LIBRE, AFFIRM INC, LIGHTSPEED COMMERCE INC; URUGUAY : DLOCAL LTD
APAC : SEA LTD ; LATAM : MERCADO LIBRE ; ISRAEL : GLOBAL-E
USA : CROWDSTRIKE INC, ZSCALER INC, FORTINET INC, IRONNET INC
USA : SNOWFLAKE INC, NUTANIX INC, CLOUDFLARE INC, PALANTIR INC
APOLLO TRICOAT TUBES, DIXON TECH, KRITI IND, APOLLO PIPES, KINGFA SCIENCE, MEDICAMEN BIOTECH, GLOBUS SPIRITS, HLE GLASSCOAT, ALKYL AMINES, XELPMOC DESIGN, LAURUS LABS, JUBILANT ING, BOROSIL GLASSWARE, DEEPAK NITRITE, ORIENTAL AROM, NAVIN FLOURINE, LAXMI ORG, ROSSARI BIO, SRF LTD, ACRYSIL, TASTY BITES EATABLES, XPRO IND, APOLLO SINDOORI HOTELS, pTRON, GREENPLY IND LTD, DCM SRIRAM IND, AMRUTANJAN LTD, RAJRATAN GLOBAL LTD, NEOGEN CHEM, RELAXO LTD., NGL FINE CHEM LTD, DR LAL PATH LABS, AU SMALL FIN BANK
USA : NVIDIA INC, AMD INC, ASML HOLDING NV, ACHRONIX
We own only three private companies following our investment ideology as listed below.
Focussed on Cancer strikeout