Q4 2022 Holdings
Filed 2023-02-13 | 6 holdings | $766.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $202.3M | 49,703,225 | 26.4% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $165.6M | 3,182,858 | 21.6% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $161.2M | 4,686,680 | 21.0% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $124.0M | 8,426,368 | 16.2% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $96.9M | 1,620,835 | 12.6% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $16.5M | 309,007 | 2.2% |