Q4 2023 Holdings
Filed 2024-02-13 | 10 holdings | $735.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $194.3K | 8,270,797 | 26.4% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $155.3K | 4,645,530 | 21.1% |
| Full Truck Alliance(YMM) | SPONSORED ADS | 35969L108 | $113.8K | 16,230,684 | 15.5% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $106.0K | 2,618,041 | 14.4% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $78.0K | 3,667,477 | 10.6% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $60.1K | 17,842,615 | 8.2% |
| Tdcx Inc | ADS | 87190U100 | $13.3K | 2,732,857 | 1.8% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $10.7K | 659,040 | 1.5% |
| Perfect Corp | CL A ORD SHS | G7006A109 | $3.7K | 1,181,393 | 0.5% |
| Perfect Corp | *W EXP 99/99/999 | G7006A117 | $94 | 1,250,000 | 0.0% |