Q4 2023 Holdings
Filed 2024-02-13 | 7 holdings | $240.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coupang Inc(CPNG) | CL A | 22266T109 | $48.2M | 2,980,000 | 20.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $39.1M | 35,000 | 16.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $38.1M | 77,000 | 15.8% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $38.0M | 260,000 | 15.8% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $35.8M | 152,000 | 14.9% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $34.1M | 800,000 | 14.1% |
| Tdcx Inc | ADS | 87190U100 | $7.5M | 1,540,000 | 3.1% |