Q3 2023 Holdings
Filed 2023-11-13 | 7 holdings | $432.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sea Limited(SE) | ADS | 81141R100 | $131.9M | 3,000,000 | 30.5% |
| Hdfc Bank Ltd(HDB) | ADS | 40415F101 | $123.9M | 2,100,000 | 28.6% |
| Las Vegas Sands(LVS) | COM | 517834107 | $118.0M | 2,575,000 | 27.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $28.4M | 90,000 | 6.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $13.8M | 60,000 | 3.2% |
| Estee Lauder Companies Inc(EL) | COM CL A | 518439104 | $10.8M | 75,000 | 2.5% |
| Icici Bank Ltd(IBN) | ADS | 45104G104 | $5.8M | 250,000 | 1.3% |