Q2 2022 Holdings
Filed 2022-08-15 | 22 holdings | $5.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Altice USA Inc(OPTU) | CL A | 02156K103 | $4.4M | 472,584 | 74.2% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $1.2M | 96,830 | 21.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $74.3K | 7,252,558 | 1.3% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $55.3K | 410,660 | 0.9% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $49.3K | 736,745 | 0.8% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $39.9K | 1,195,353 | 0.7% |
| Block Inc(XYZ) | CL A | 852234103 | $18.7K | 303,949 | 0.3% |
| Netflix Inc(NFLX) | COM | 64110L106 | $17.9K | 102,227 | 0.3% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $16.4K | 256,125 | 0.3% |
| Arco Platform LTD | COM CL A | G04553106 | $9.9K | 661,822 | 0.2% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $2.0K | 13,205 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $1.8K | 21,795 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $1.5K | 2,355 | 0.0% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $781 | 308,697 | 0.0% |