Q2 2026 Holdings
Filed 2026-08-11 | 5 holdings | $500.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $162.1M | 1,691,942 | 32.4% |
| ACM Resh Inc(ACMR) | COM CL A | 00108J109 | $123.0M | 969,200 | 24.6% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $115.4M | 14,210,686 | 23.1% |
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $99.6M | 3,131,291 | 19.9% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $162.7K | 43,153,792 | 0.0% |