Q3 2023 Holdings
Filed 2023-11-13 | 8 holdings | $234.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $37.8M | 87,000 | 16.1% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $34.0M | 2,000,000 | 14.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $33.8M | 770,000 | 14.4% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $32.7M | 39,400 | 13.9% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $31.8M | 173,000 | 13.6% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $29.8M | 800,000 | 12.7% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $25.5M | 260,000 | 10.9% |
| Tdcx Inc | ADS | 87190U100 | $9.1M | 1,540,000 | 3.9% |