Portfolio Review - April 2025

[RÈDAIS CAPITAL]

I think Uber reduced its stake in Grab to roughly 15% over time

[Wolf of Harcourt Street]

Thanks Francoisg, I must double check this

[Sergey]

Great portfolio!

$MELI are also among my largest and highest-conviction positions.

[Wolf of Harcourt Street]

Thanks you! I sleep very well with 16% of the portfolio in MELI.