Q1 2023 Holdings
Filed 2023-05-15 | 4 holdings | $128.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $66.6M | 770,000 | 51.9% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $32.7M | 800,000 | 25.5% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $15.3M | 460,000 | 11.9% |
| Tdcx Inc | ADS | 87190U100 | $13.7M | 1,540,000 | 10.7% |