Q2 2025 Holdings
Filed 2025-08-04 | 7 holdings | $15.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(INDA) | MSCI INDIA ETF | 46429B598 | $5.9M | 106,000 | 37.1% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $4.0M | 40,353 | 24.8% |
| Kaspi KZ JSC(KSPI) | SPONSORED ADS | 48581R205 | $2.7M | 31,510 | 16.8% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $1.7M | 96,781 | 10.8% |
| IHS Holding Limited(IHS) | ORD SHS | G4701H109 | $622.7K | 112,000 | 3.9% |
| Sagimet Biosciences Inc(SGMT) | COM SER A | 786700104 | $571.5K | 75,000 | 3.6% |
| Arcos Dorados Holdings Inc(ARCO) | SHS CLASS -A - | G0457F107 | $480.2K | 60,857 | 3.0% |