Q1 2026 Holdings
Filed 2026-05-15 | 7 holdings | $1.4B | 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 | $469.1M | 32,644,738 | 32.9% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $223.9M | 11,859,311 | 15.7% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $177.8M | 3,535,388 | 12.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $175.9M | 2,124,312 | 12.3% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $174.9M | 7,028,262 | 12.3% |
| Siriusxm Holdings Inc(SIRI) | COMMON STOCK | 829933100 | $131.5M | 5,696,724 | 9.2% |
| GCI Liberty Inc(GLIBK) | COM SER C | 36164V800 | $73.0M | 1,962,339 | 5.1% |