Q4 2022 Holdings
Filed 2023-02-14 | 19 holdings | $297.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $70.8M | 8,104,473 | 23.8% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $64.2M | 1,234,305 | 21.6% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $41.6M | 2,018,915 | 14.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $32.8M | 234,268 | 11.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $30.8M | 104,391 | 10.4% |
| Block Inc(XYZ) | CL A | 852234103 | $28.1M | 447,923 | 9.5% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $14.4M | 256,125 | 4.8% |
| Arco Platform LTD | COM CL A | G04553106 | $8.9M | 661,822 | 3.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $2.0M | 27,217 | 0.7% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $2.0M | 2,347 | 0.7% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $1.6M | 109,945 | 0.5% |