Instuitional Investor - Nixon Capital, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Uber Technologies Inc	UBER	379,678	$27,310,239	9.33%
2.	Nu Holdings Ltd.	NU	1,687,667	$24,251,775	8.28%
3.	Carnival Corp Ltd.	CCL	869,152	$22,493,654	7.68%
4.	Sharkninja Inc.	SN	208,897	$22,122,193	7.56%
5.	Compass Inc.	COMP	2,806,377	$20,514,616	7.01%