Q3 2022 Holdings
Filed 2022-11-14 | 20 holdings | $5.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Altice USA Inc(OPTU) | CL A | 02156K103 | $2.8M | 472,584 | 52.9% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $2.2M | 129,407 | 41.4% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $105.2K | 7,955,011 | 2.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $55.1K | 410,660 | 1.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $47.3K | 844,076 | 0.9% |
| Netflix Inc(NFLX) | COM | 64110L106 | $24.1K | 102,227 | 0.5% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $21.1K | 1,195,353 | 0.4% |
| Block Inc(XYZ) | CL A | 852234103 | $16.7K | 303,949 | 0.3% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $12.9K | 256,125 | 0.2% |
| Arco Platform LTD | COM CL A | G04553106 | $7.1K | 661,822 | 0.1% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $2.1K | 2,536 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $1.6K | 23,832 | 0.0% |