Q2 2023 Holdings
Filed 2023-08-11 | 7 holdings | $677.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sea Limited(SE) | ADS | 81141R100 | $290.2M | 5,000,000 | 42.8% |
| Hdfc Bank Ltd(HDB) | ADS | 40415F101 | $188.2M | 2,700,000 | 27.8% |
| Visa Inc(V) | COM CL A | 92826C839 | $83.1M | 350,000 | 12.3% |
| Mastercard Incorporated(MA) | COM CL A | 57636Q104 | $39.3M | 100,000 | 5.8% |
| Las Vegas Sands Corp(LVS) | COM | 517834107 | $37.7M | 650,000 | 5.6% |
| Infosys Limited(INFY) | ADR | 456788108 | $24.1M | 1,500,000 | 3.6% |
| Estee Lauder Cos Inc(EL) | COM CL A | 518439104 | $14.7M | 75,000 | 2.2% |