Q1 2025 Holdings
Filed 2025-05-15 | 4 holdings | $297.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $184.2M | 1,411,594 | 61.8% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $52.7M | 1,477,728 | 17.7% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $51.4M | 242,222 | 17.3% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $9.6M | 99,852 | 3.2% |