Q2 2024 Holdings
Filed 2024-08-14 | 16 holdings | $280.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Icici Bank Limited(IBN) | ADR | 45104G104 | $30.9M | 1,071,897 | 11.0% |
| E L F Beauty Inc(ELF) | COM | 26856L103 | $28.6M | 135,599 | 10.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $27.3M | 149,677 | 9.7% |
| Icon PLC(ICLR) | SHS | G4705A100 | $25.8M | 82,419 | 9.2% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $19.6M | 112,529 | 7.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $19.4M | 43,415 | 6.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $17.6M | 228,369 | 6.3% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $16.8M | 126,357 | 6.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $14.6M | 24,497 | 5.2% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $13.5M | 705,387 | 4.8% |
| Arhaus Inc(ARHS) | COM CL A | 04035M102 | $13.3M | 786,805 | 4.8% |
| Alcon AG(ALC) | ORD SHS | H01301128 | $12.6M | 141,170 | 4.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $11.3M | 58,429 | 4.0% |
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $11.1M | 606,970 | 4.0% |
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $9.8M | 772,231 | 3.5% |
| Woodward Inc(WWD) | COM | 980745103 | $8.4M | 48,124 | 3.0% |