Q1 2018 Holdings
Filed 2018-04-09 | 64 holdings | $100.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $357.7K | 4,104,668 | 0.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $364.5K | 345,812 | 0.4% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $445.9K | 6,124,010 | 0.4% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $473.6K | 4,851,971 | 0.5% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $496.6K | 238,992 | 0.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $543.2K | 4,458,896 | 0.5% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $584.6K | 3,281,973 | 0.6% |
| Fomento Economico Mexicano S(FMX) | SPON ADR UNITS | 344419106 | $619.5K | 6,680,816 | 0.6% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADR | 874039100 | $721.5K | 16,170,691 | 0.7% |
| Ambev SA(ABEV) | SPONSORED ADR | 02319V103 | $1.2M | 165,215,612 | 1.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $1.7M | 9,200,886 | 1.7% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $7.7M | 168,814 | 7.7% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $33.5M | 154,920 | 33.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $45.0M | 1,647,015 | 45.0% |