Q1 2026 Holdings
Filed 2026-05-14 | 3 holdings | $232.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nebius Group N.V.(NBIS) | SHS CLASS A | N97284108 | $98.7M | 1,070,000 | 42.4% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $73.6M | 940,000 | 31.6% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $60.3M | 3,300,000 | 25.9% |