Q4 2025 Holdings
Filed 2026-02-13 | 6 holdings | $438.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $119.9M | 940,000 | 27.3% |
| Nebius Group N.V.(NBIS) | SHS CLASS A | N97284108 | $89.6M | 1,070,000 | 20.4% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $77.8M | 3,300,000 | 17.7% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $60.8M | 370,000 | 13.8% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $55.4M | 160,000 | 12.6% |
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $35.5M | 900,000 | 8.1% |