Q3 2024 Holdings
Filed 2024-11-06 | 9 holdings | $326.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $100.0M | 823,628 | 30.7% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $43.5M | 1,170,359 | 13.4% |
| Winnebago Inds Inc(WGO) | COM | 974637100 | $33.6M | 577,483 | 10.3% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $32.0M | 421,941 | 9.8% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $31.3M | 335,000 | 9.6% |
| Ansys Inc(AKX) | COM | 03662Q105 | $29.2M | 91,573 | 9.0% |
| Celestica Inc(CLS) | COM | 15101Q207 | $26.8M | 524,245 | 8.2% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $14.8M | 96,580 | 4.6% |
| Synopsys Inc(SNPS) | COM | 871607107 | $14.7M | 29,100 | 4.5% |