Q4 2024 Holdings
Filed 2025-02-12 | 9 holdings | $531.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $130.5M | 1,230,000 | 24.5% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $72.5M | 3,300,000 | 13.6% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $68.4M | 295,000 | 12.9% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $56.4M | 420,000 | 10.6% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $49.5M | 1,300,000 | 9.3% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $47.2M | 10,000,000 | 8.9% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $46.4M | 420,000 | 8.7% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $33.2M | 300,000 | 6.2% |
| Nebius Group N.V.(NBIS) | SHS CLASS A | N97284108 | $27.7M | 1,000,000 | 5.2% |