Q3 2025 Holdings
Filed 2025-11-14 | 7 holdings | $1.9B | 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 | $610.5M | 38,130,796 | 32.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $345.6M | 1,933,887 | 18.4% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $253.4M | 7,419,143 | 13.5% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $218.7M | 6,791,698 | 11.6% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $199.1M | 15,348,790 | 10.6% |
| Siriusxm Holdings Inc(SIRI) | COMMON STOCK | 829933100 | $154.9M | 6,654,289 | 8.2% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $96.8M | 2,475,171 | 5.2% |