Q2 2023 Holdings
Filed 2023-08-10 | 9 holdings | $924.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $226.6K | 3,904,986 | 24.5% |
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $226.3K | 12,871,086 | 24.5% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $169.6K | 4,372,430 | 18.3% |
| Full Truck Alliance(YMM) | SPONSORED ADS | 35969L108 | $101.0K | 16,230,684 | 10.9% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $92.0K | 3,667,477 | 9.9% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $73.6K | 4,955,984 | 8.0% |
| Tdcx Inc | ADS | 87190U100 | $21.6K | 2,732,857 | 2.3% |
| Perfect Corp | CL A ORD SHS | G7006A109 | $13.9K | 2,887,228 | 1.5% |
| Perfect Corp | *W EXP 99/99/999 | G7006A117 | $206 | 1,250,000 | 0.0% |