Q1 2023 Holdings
Filed 2023-05-12 | 9 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $310.4K | 3,585,797 | 28.4% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $208.0K | 4,245,830 | 19.0% |
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $197.7K | 12,871,086 | 18.1% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $138.5K | 4,833,600 | 12.7% |
| Full Truck Alliance(YMM) | SPONSORED ADS | 35969L108 | $123.5K | 16,230,684 | 11.3% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $74.1K | 3,934,720 | 6.8% |
| Tdcx Inc | ADS | 87190U100 | $24.3K | 2,732,857 | 2.2% |
| Perfect Corp | CL A ORD SHS | G7006A109 | $17.3K | 2,887,228 | 1.6% |
| Perfect Corp | *W EXP 99/99/999 | G7006A117 | $189 | 1,250,000 | 0.0% |