Q1 2023 Holdings
Filed 2023-05-10 | 6 holdings | $988.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $282.0M | 3,257,786 | 28.5% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $242.2M | 50,873,325 | 24.5% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $180.7M | 4,797,280 | 18.3% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $138.0M | 8,624,868 | 14.0% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $124.1M | 1,659,035 | 12.6% |
| Liberty Media Corp del(LM05) | COM SER A FRMLA | 531229870 | $21.3M | 316,287 | 2.2% |