Q4 2023 Holdings
Filed 2024-02-13 | 18 holdings | $742.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agora Inc(API) | ADS | 00851L103 | $469.0K | 178,220 | 63.2% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $80.8K | 6,479,000 | 10.9% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $55.7K | 1,375,693 | 7.5% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $37.9K | 2,279,870 | 5.1% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $28.1K | 3,084,302 | 3.8% |
| Block Inc(XYZ) | CL A | 852234103 | $27.1K | 349,895 | 3.6% |
| Dada Nexus LTD(D0A) | ADS | 23344D108 | $21.5K | 6,483,177 | 2.9% |
| Netflix Inc(NFLX) | COM | 64110L106 | $20.9K | 43,024 | 2.8% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $1.4K | 9,569 | 0.2% |