Q2 2026 Holdings
Filed 2026-08-12 | 7 holdings | $1.5B | 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 | $521.5M | 39,032,382 | 34.2% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $226.7M | 13,050,169 | 14.9% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $217.6M | 8,424,500 | 14.3% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $181.7M | 1,896,564 | 11.9% |
| Siriusxm Holdings Inc(SIRI) | COMMON STOCK | 829933100 | $179.7M | 6,082,824 | 11.8% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $157.5M | 3,774,658 | 10.3% |
| Liberty Cap Corp(GLIBK) | SER C GCI GROUP | 36164V800 | $40.2M | 1,863,837 | 2.6% |