Q1 2023 Holdings
Filed 2023-05-15 | 4 holdings | $435.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $344.0M | 3,974,500 | 79.0% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $48.2M | 10,116,000 | 11.1% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $22.4M | 2,343,000 | 5.1% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $20.7M | 272,750 | 4.8% |