#	Issuer	Ticker	Shares	Value	% of Portfolio
1	BURFORD CAP LTD	BUR	7,647,727	$68.5M	7.50%
2	SPDR GOLD TR	GLD	154,165	$60.8M	6.66%
3	TAIWAN SEMICONDUCTOR MFG LTD	874039100	182,058	$55.3M	6.05%
4	ALPHABET INC	GOOG	137,965	$43.2M	4.73%
5	MICROSOFT CORP	MSFT	83,972	$40.4M	4.43%
6	SONY GROUP CORP	SNEJF	1,537,036	$39.3M	4.31%
7	HARBOR ETF TRUST	41151J109	849,132	$38.8M	4.25%
8	ISHARES TR	464287234	588,156	$32.2M	3.52%
9	AMAZON COM INC	AMZN	138,030	$31.9M	3.49%
10	ALCON AG	ALC	388,026	$31.0M	3.39%
11	YUM CHINA HLDGS INC	YUMC	507,719	$24.1M	2.64%
12	JPMORGAN CHASE & CO.	VYLD	70,301	$22.7M	2.48%
13	PIMCO ETF TR	72201R585	834,053	$22.3M	2.44%
14	FIRST TR EXCHANGE TRADED FD	33738R704	224,873	$22.1M	2.42%
15	META PLATFORMS INC	META	33,029	$21.8M	2.39%
16	ISHARES GOLD TR	IAU	248,159	$20.1M	2.20%
17	VISA INC	V	56,467	$19.8M	2.17%
18	MERCADOLIBRE INC	MELI	9,342	$18.8M	2.06%
19	BROOKFIELD CORP	11271J107	405,659	$18.7M	2.04%
20	UBS GROUP AG	UBS	369,855	$17.3M	1.89%