Q3 2024 Holdings
Filed 2024-11-13 | 7 holdings | $430.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $116.0M | 1,230,000 | 26.9% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $81.0M | 3,300,000 | 18.8% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $64.9M | 1,300,000 | 15.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $51.0M | 420,000 | 11.8% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $50.9M | 295,000 | 11.8% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $38.0M | 10,000,000 | 8.8% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $28.8M | 75,000 | 6.7% |