Q2 2024 Holdings
Filed 2024-08-14 | 7 holdings | $727.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $331.2M | 4,637,500 | 45.5% |
| Alibaba Group Hldg LTD(BABA)Call | SPONSORED ADS | 01609W102 | $158.4M | 2,200,000 | 21.8% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $112.8M | 8,752,000 | 15.5% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $65.8M | 495,250 | 9.1% |
| Roblox Corp(RBLX) | CL A | 771049103 | $28.5M | 765,000 | 3.9% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $24.2M | 14,700 | 3.3% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $6.6M | 548,700 | 0.9% |