Q1 2024 Holdings
Filed 2024-05-14 | 17 holdings | $274.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $50.6M | 238,576 | 18.4% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $28.3M | 1,071,897 | 10.3% |
| E L F Beauty Inc(ELF) | COM | 26856L103 | $28.2M | 143,878 | 10.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $19.7M | 46,733 | 7.2% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $16.6M | 242,119 | 6.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $16.0M | 117,710 | 5.8% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $14.5M | 705,387 | 5.3% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $14.2M | 122,197 | 5.2% |
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $14.0M | 766,319 | 5.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $13.7M | 75,759 | 5.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $13.6M | 23,865 | 5.0% |
| Arhaus Inc(ARHS) | COM CL A | 04035M102 | $13.4M | 868,318 | 4.9% |
| Alcon AG(ALC) | ORD SHS | H01301128 | $11.8M | 141,170 | 4.3% |
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $10.9M | 604,811 | 3.9% |
| Endava PLC(DAVA) | ADS | 29260V105 | $5.6M | 146,033 | 2.0% |
| Icon PLC(ICLR) | SHS | G4705A100 | $2.3M | 6,830 | 0.8% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $1.8M | 157,560 | 0.6% |