Q1 2024 Holdings
Filed 2024-05-15 | 6 holdings | $482.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $249.1M | 4,637,500 | 51.6% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $111.3M | 9,327,000 | 23.0% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $57.6M | 495,250 | 11.9% |
| Roblox Corp(RBLX) | CL A | 771049103 | $29.2M | 765,000 | 6.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $22.2M | 14,700 | 4.6% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $13.5M | 814,200 | 2.8% |