Q4 2022 Holdings
Filed 2023-02-07 | 14 holdings | $66.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | ADRS | 81141R100 | $11.9M | 228,310 | 17.8% |
| YUM China Holdings Inc(YUMC) | SHS | 98850P109 | $10.4M | 190,041 | 15.6% |
| Trip.com Group LTD(CLV) | ADRS | 89677Q107 | $7.3M | 211,170 | 10.9% |
| Hdfc Bank LTD(HDB) | ADRS | 40415F101 | $7.0M | 101,600 | 10.4% |
| H World Group LTD(HTHT) | ADRS | 44332N106 | $6.8M | 159,132 | 10.1% |
| Miniso Group Holding LTD(MNSO) | ADRS | 66981J102 | $4.6M | 426,947 | 6.9% |
| ZTO Express Cayman Inc(ZTO) | ADRS | 98980A105 | $4.3M | 160,431 | 6.5% |
| Baidu Inc(BIDUN) | ADRS | 056752108 | $3.5M | 30,538 | 5.2% |
| Taiwan Semiconductor(TSM) | ADRS | 874039100 | $3.2M | 42,900 | 4.8% |
| Pinduoduo Inc(PDD) | ADRS | 722304102 | $2.5M | 31,088 | 3.8% |
| Weibo Corp(WB) | ADRS | 948596101 | $1.9M | 97,900 | 2.8% |
| Alibaba Group Holding(BABA) | ADRS | 01609W102 | $1.4M | 16,200 | 2.1% |
| Tdcx Inc | ADRS | 87190U100 | $1.2M | 99,401 | 1.8% |
| Netease Inc(NTES) | ADRS | 64110W102 | $913.6K | 12,579 | 1.4% |