Q4 2019 Holdings
Filed 2020-02-14 | 8 holdings | $468.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $244.5K | 6,080,000 | 52.2% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $62.0K | 1,426,000 | 13.3% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $51.5K | 90,000 | 11.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $33.3K | 514,000 | 7.1% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $25.7K | 730,500 | 5.5% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $21.7K | 545,000 | 4.6% |
| Lexinfintech Hldgs LTD(LX) | ADR | 528877103 | $20.4K | 1,471,000 | 4.4% |
| Grupo Supervielle S A(SUPV) | SPONSORED ADR | 40054A108 | $8.8K | 2,393,514 | 1.9% |