Q1 2022 Holdings
Filed 2022-04-29 | 6 holdings | $169.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $57.5K | 480,000 | 34.0% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $24.4K | 490,000 | 14.4% |
| Alcoa Corp(AA) | COM | 013872106 | $24.3K | 270,000 | 14.4% |
| Nutrien LTD(NTR) | COM | 67077M108 | $23.9K | 230,000 | 14.1% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $20.2K | 460,000 | 12.0% |
| Tdcx Inc | ADS | 87190U100 | $18.7K | 1,540,000 | 11.1% |