Q1 2023 Holdings
Filed 2023-05-15 | 8 holdings | $112.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $25.4M | 887,891 | 22.6% |
| Avis Budget Group(CAR) | COM | 053774105 | $23.7M | 121,654 | 21.1% |
| Five9 Inc(FIVN) | COM | 338307101 | $16.5M | 228,139 | 14.7% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $15.6M | 265,678 | 13.9% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $13.6M | 63,986 | 12.1% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $7.4M | 97,912 | 6.6% |
| Draftkings Inc New(DKNG) | COM CL A | 26142V105 | $5.2M | 270,400 | 4.7% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $4.9M | 3,700 | 4.3% |