Q3 2024 Holdings
Filed 2024-11-14 | 8 holdings | $836.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $437.2M | 4,637,500 | 52.3% |
| Alibaba Group Hldg LTD(BABA)Call | SPONSORED ADS | 01609W102 | $148.6M | 1,400,000 | 17.8% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $81.4M | 5,965,000 | 9.7% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $72.6M | 538,250 | 8.7% |
| Roblox Corp(RBLX) | CL A | 771049103 | $33.9M | 765,000 | 4.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $30.2M | 14,700 | 3.6% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $18.8M | 4,953,000 | 2.3% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $13.8M | 794,000 | 1.6% |