Q2 2024 Holdings
Filed 2024-11-14 | 4 holdings | $243.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $142.3M | 1,992,258 | 58.5% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $86.7M | 490,228 | 35.7% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $10.0M | 275,633 | 4.1% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $4.2M | 69,352 | 1.7% |