Q2 2025 Holdings
Filed 2025-08-13 | 6 holdings | $1.8B | 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 | $529.9M | 38,624,785 | 30.3% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $359.0M | 2,244,855 | 20.5% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $288.1M | 3,757,674 | 16.4% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $236.1M | 7,882,047 | 13.5% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $183.6M | 15,548,399 | 10.5% |
| Siriusxm Holdings Inc(SIRI) | COMMON STOCK | 829933100 | $154.8M | 6,740,536 | 8.8% |