Q1 2024 Holdings
Filed 2024-05-15 | 5 holdings | $355.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $116.0M | 642,500 | 32.6% |
| Agco Corp(AGCO) | COM | 001084102 | $95.1M | 773,201 | 26.7% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $50.8M | 977,000 | 14.3% |
| Petroleo Brasileiro SA Petro(PBR) | SPONSORED ADR | 71654V408 | $49.3M | 3,243,000 | 13.9% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $44.6M | 3,246,000 | 12.5% |