Q3 2023 Holdings
Filed 2023-11-09 | 10 holdings | $826.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $194.2K | 4,419,441 | 23.5% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $172.4K | 4,372,430 | 20.9% |
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $164.8K | 8,270,797 | 19.9% |
| Full Truck Alliance(YMM) | SPONSORED ADS | 35969L108 | $114.3K | 16,230,684 | 13.8% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $88.6K | 3,667,477 | 10.7% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $56.6K | 15,992,615 | 6.8% |
| Tdcx Inc | ADS | 87190U100 | $16.2K | 2,732,857 | 2.0% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $10.2K | 659,040 | 1.2% |
| Perfect Corp | CL A ORD SHS | G7006A109 | $9.5K | 2,887,228 | 1.1% |
| Perfect Corp | *W EXP 99/99/999 | G7006A117 | $81 | 1,250,000 | 0.0% |