Q1 2024 Holdings
Filed 2024-05-14 | 10 holdings | $707.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $140.6K | 2,618,041 | 19.9% |
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $137.4K | 7,545,797 | 19.4% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $129.2K | 3,338,988 | 18.3% |
| Full Truck Alliance(YMM) | SPONSORED ADS | 35969L108 | $127.9K | 17,595,284 | 18.1% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $94.3K | 30,029,615 | 13.3% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $45.7K | 2,183,677 | 6.5% |
| Hello Group Inc(MOMO) | ADS | 423403104 | $21.2K | 3,417,873 | 3.0% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $9.0K | 659,040 | 1.3% |
| Perfect Corp | CL A ORD SHS | G7006A109 | $2.1K | 861,584 | 0.3% |
| Perfect Corp | *W EXP 99/99/999 | G7006A117 | $100 | 1,250,000 | 0.0% |