Q4 2024 Holdings
Filed 2025-02-14 | 5 holdings | $366.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $197.5M | 1,861,758 | 53.9% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $108.6M | 446,194 | 29.6% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $35.0M | 641,206 | 9.5% |
| Illumina Inc(ILMN) | COM | 452327109 | $16.2M | 121,270 | 4.4% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $9.4M | 99,852 | 2.6% |