Q2 2025 Holdings
Filed 2025-08-13 | 4 holdings | $384.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $196.7M | 1,230,000 | 51.2% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $98.9M | 3,300,000 | 25.7% |
| Nebius Group N.V.(NBIS) | SHS CLASS A | N97284108 | $59.2M | 1,070,000 | 15.4% |
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $29.3M | 900,000 | 7.6% |