Q4 2022 Holdings
Filed 2023-02-14 | 10 holdings | $670.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sea Limited(SE) | ADS | 81141R100 | $221.1M | 4,250,000 | 33.0% |
| Hdfc Bank Ltd(HDB) | ADS | 40415F101 | $154.9M | 2,264,914 | 23.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $138.6M | 1,650,000 | 20.7% |
| Visa Inc(V) | COM CL A | 92826C839 | $48.8M | 235,000 | 7.3% |
| Tesla Inc(TSLA) | COM | 88160R101 | $46.2M | 375,000 | 6.9% |
| Taiwan Semiconductor Manufacturing Co Ltd(TSM) | ADS | 874039100 | $21.2M | 285,000 | 3.2% |
| Meta Platforms Inc(META) | COM CL A | 30303M102 | $12.0M | 100,000 | 1.8% |
| CrowdStrike Holdings Inc(CRWD) | COM CL A | 22788C105 | $10.5M | 100,000 | 1.6% |
| Alphabet Inc(GOOGL) | COM CL A | 02079K305 | $8.8M | 100,000 | 1.3% |
| Las Vegas Sands(LVS) | COM | 517834107 | $8.4M | 175,000 | 1.3% |