Q3 2024 Holdings
Filed 2024-11-14 | 5 holdings | $303.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $187.4M | 1,987,958 | 61.8% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $77.9M | 490,228 | 25.7% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $24.2M | 629,606 | 8.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $8.2M | 63,200 | 2.7% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $5.4M | 69,352 | 1.8% |