Q4 2025 Holdings
Filed 2026-02-13 | 7 holdings | $280.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $176.3M | 5,051,818 | 62.9% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $46.8M | 2,298,217 | 16.7% |
| Echostar Corp(SATS) | CL A | 278768106 | $28.8M | 265,000 | 10.3% |
| ACM Resh Inc(ACMR) | COM CL A | 00108J109 | $28.2M | 715,000 | 10.1% |