Q3 2022 Holdings
Filed 2022-11-09 | 5 holdings | $165.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crocs Inc(CROX) | COM | 227046109 | $100.5M | 1,463,500 | 60.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $64.6M | 808,000 | 39.1% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $85.5K | 2,278,515 | 0.1% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $71.7K | 1,425,689 | 0.0% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $33.2K | 702,416 | 0.0% |