Q3 2023 Holdings
Filed 2023-11-14 | 6 holdings | $281.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Elevance Health Inc(ELV) | COM | 036752103 | $82.7M | 190,000 | 29.4% |
| Ferguson PLC New(FERG) | SHS | G3421J106 | $78.1M | 475,000 | 27.7% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $60.1M | 2,600,000 | 21.3% |
| Arco Platform LTD | COM CL A | G04553106 | $39.9M | 2,895,932 | 14.2% |
| Ncino Inc(NCNO) | COM | 63947X101 | $12.0M | 377,761 | 4.3% |
| Compass Inc(COMP) | CL A | 20464U100 | $8.7M | 3,000,000 | 3.1% |