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Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$1.98B	$0	1	58.54%	Maintained
2	SC US (TTGP) Menlo Park, California	$1.97B	-$92.1M	1	23.27%	Reduced
3	Vanguard Group Malvern, Pennsylvania	$1.89B	-$61.8M	16	0.05%	Reduced
4	BlackRock New York	$1.77B	-$58.5M	17	0.05%	Reduced
5	Berkshire Hathaway Omaha, Nebraska	$1.25B	-$22.9M	2	0.38%	Reduced
6	Harris Associates Chicago, Illinois	$662M	-$959K	1	1.28%	Reduced
7	Baillie Gifford & Co Edinburgh, United Kingdom	$649M	+$47.5M	2	0.59%	Increased
8	State Street Boston, Massachusetts	$590M	+$39.4M	17	0.03%	Increased
9	TCMX Technology Crossover Management X Menlo Park, California	$553M	$0	1	84.42%	Maintained
10	Morgan Stanley New York	$540M	-$40.5M	21	0.06%	Reduced
11	Capital Research Global Investors Los Angeles, California	$524M	+$77.2M	2	0.15%	Increased
12	Dimensional Fund Advisors Austin, Texas	$487M	+$555M	11	0.16%	New
13	JP Morgan Chase New York	$419M	+$77.5M	16	0.05%	Increased
14	Fidelity Investments Boston, Massachusetts	$382M	-$13M	13	0.04%	Reduced
15	Artisan Partners Milwaukee, Wisconsin	$337M	+$5.28M	2	0.55%	Increased
16	Invesco Atlanta, Georgia	$330M	-$18.6M	13	0.09%	Reduced
17	Geode Capital Management Boston, Massachusetts	$328M	+$12.9M	18	0.04%	Increased
18	SPH Steel Partners Holdings New York	$321M	+$3.5M	1	58.24%	Increased
19	KCMH Kontiki Capital Management (HK) Hong Kong	$242M	+$5.21M	1	24.5%	Increased
20	Sessa Capital New York	$242M	+$220M	1	9.18%	Increased
21	T. Rowe Price Associates Baltimore, Maryland	$237M	-$101M	13	0.04%	Reduced
22	Arrowstreet Capital Boston, Massachusetts	$234M	+$31.2M	2	0.3%	Increased
23	SoftBank Group Tokyo, Japan	$214M	$0	2	2.76%	Maintained
24	RM Redpoint Management Woodside, California	$202M	$0	1	37.68%	Maintained
25	Goldman Sachs New York	$201M	-$42.3M	16	0.05%	Reduced