Q2 2022 Holdings
Filed 2022-08-09 | 6 holdings | $107.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $32.1K | 480,000 | 29.9% |
| Nutrien LTD(NTR) | COM | 67077M108 | $18.3K | 230,000 | 17.1% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $16.0K | 460,000 | 14.9% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $14.3K | 490,000 | 13.4% |
| Tdcx Inc | ADS | 87190U100 | $14.2K | 1,540,000 | 13.3% |
| Alcoa Corp(AA) | COM | 013872106 | $12.3K | 270,000 | 11.5% |