Q4 2022 Holdings
Filed 2023-02-13 | 63 holdings | $677.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TJX COS Inc New(TJX) | COM | 872540109 | $19.6M | 246,600 | 2.9% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $19.9M | 280,000 | 2.9% |
| Msci Inc(MSCI) | COM | 55354G100 | $20.2M | 43,500 | 3.0% |
| Boeing Co(BA) | COM | 097023105 | $21.0M | 110,000 | 3.1% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $22.0M | 65,600 | 3.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $24.5M | 277,700 | 3.6% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $25.7M | 103,600 | 3.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $30.1M | 358,846 | 4.4% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $34.8M | 821,000 | 5.1% |
| Autohome Inc(ATHM) | SP ADS RP CL A | 05278C107 | $39.5M | 1,291,281 | 5.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $48.0M | 200,299 | 7.1% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $52.5M | 1,527,000 | 7.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $71.5M | 810,000 | 10.5% |