Q2 2026 Holdings
Filed 2026-08-12 | 3 holdings | $351.1M | 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 | $193.3M | 700,000 | 55.1% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $90.1M | 940,000 | 25.7% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $67.7M | 3,900,000 | 19.3% |