Q4 2023 Holdings
Filed 2024-02-14 | 6 holdings | $406.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $171.6M | 4,237,500 | 42.3% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $82.2M | 561,750 | 20.2% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $77.7M | 9,327,000 | 19.1% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $29.4M | 1,628,400 | 7.2% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $25.4M | 1,569,000 | 6.3% |
| Roblox Corp(RBLX) | CL A | 771049103 | $19.7M | 431,000 | 4.9% |