Q4 2022 Holdings
Filed 2023-02-13 | 12 holdings | $171.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| E L F Beauty Inc(ELF) | COM | 26856L103 | $30.7M | 554,981 | 17.9% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $29.4M | 1,344,100 | 17.1% |
| Icon PLC(ICLR) | SHS | G4705A100 | $19.5M | 100,566 | 11.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $17.0M | 70,880 | 9.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $14.1M | 160,250 | 8.2% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $14.0M | 303,631 | 8.2% |
| Endava PLC(DAVA) | ADS | 29260V105 | $12.7M | 166,114 | 7.4% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $11.8M | 210,106 | 6.9% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $10.9M | 1,015,668 | 6.3% |
| Taskus Inc(TASK) | CLASS A COM | 87652V109 | $7.8M | 460,934 | 4.5% |
| The Beauty Health Company(SKIN) | COM CL A | 88331L108 | $2.4M | 265,716 | 1.4% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $1.5M | 18,738 | 0.8% |