Q3 2025 Holdings
Filed 2025-11-14 | 4 holdings | $395.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $223.6M | 1,251,241 | 56.6% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $134.4M | 3,757,091 | 34.0% |
| Doubleverify Hldgs Inc(DV) | COM | 25862V105 | $20.6M | 1,717,770 | 5.2% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $16.7M | 104,294 | 4.2% |