Q2 2023 Holdings
Filed 2023-08-14 | 5 holdings | $371.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $223.7M | 3,854,500 | 60.2% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $79.8M | 10,116,000 | 21.5% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $29.8M | 2,343,000 | 8.0% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $19.3M | 1,111,000 | 5.2% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $18.9M | 272,750 | 5.1% |