Q1 2025 Holdings
Filed 2025-05-15 | 19 holdings | $210.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Icici Bank Limited(IBN) | ADR | 45104G104 | $20.0M | 635,667 | 9.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $16.5M | 106,919 | 7.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $16.0M | 158,879 | 7.6% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $15.1M | 91,119 | 7.2% |
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $14.2M | 500,440 | 6.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $13.4M | 35,649 | 6.4% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $12.2M | 70,764 | 5.8% |
| Icon PLC(ICLR) | SHS | G4705A100 | $12.1M | 69,421 | 5.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $11.5M | 86,710 | 5.4% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $10.3M | 716,481 | 4.9% |
| Alcon AG(ALC) | ORD SHS | H01301128 | $9.7M | 101,968 | 4.6% |
| Woodward Inc(WWD) | COM | 980745103 | $9.6M | 52,647 | 4.6% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $8.5M | 71,601 | 4.0% |
| MYR Group Inc del(MYRG) | COM | 55405W104 | $8.3M | 73,790 | 4.0% |
| Viking Holdings LTD(VIK) | ORD SHS | G93A5A101 | $8.1M | 204,944 | 3.9% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $7.2M | 13,074 | 3.4% |
| Synopsys Inc(SNPS) | COM | 871607107 | $7.1M | 16,641 | 3.4% |
| Hubspot Inc(HUBS) | COM | 443573100 | $5.7M | 9,898 | 2.7% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $4.9M | 50,060 | 2.3% |