Q3 2023 Holdings
Filed 2023-11-14 | 6 holdings | $387.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $185.0M | 4,209,500 | 47.8% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $73.3M | 10,116,000 | 18.9% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $66.6M | 679,250 | 17.2% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $26.7M | 1,569,000 | 6.9% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $23.0M | 2,155,400 | 5.9% |
| Robolox Corp(RBLX) | CL A | 771049103 | $12.5M | 431,000 | 3.2% |