Q4 2022 Holdings
Filed 2023-02-14 | 5 holdings | $218.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $72.8M | 636,768 | 33.3% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $70.3M | 3,678,237 | 32.2% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $40.7M | 1,562,247 | 18.6% |
| RE MAX Hldgs Inc(RMAX) | CL A | 75524W108 | $21.4M | 1,145,768 | 9.8% |
| Groupon Inc(GRPN) | COM NEW | 399473206 | $13.3M | 1,545,720 | 6.1% |