Q2 2023 Holdings
Filed 2023-08-10 | 5 holdings | $144.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $44.7M | 770,000 | 31.0% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $32.0M | 800,000 | 22.2% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $29.5M | 34,000 | 20.4% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $25.9M | 160,000 | 18.0% |
| Tdcx Inc | ADS | 87190U100 | $12.2M | 1,540,000 | 8.4% |