Q4 2023 Holdings
Filed 2024-02-14 | 6 holdings | $349.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hdfc Bank Ltd(HDB) | ADS | 40415F101 | $142.6M | 2,125,000 | 40.9% |
| Icici Bank Ltd(IBN) | ADS | 45104G104 | $71.5M | 3,000,000 | 20.5% |
| Las Vegas Sands(LVS) | COM | 517834107 | $60.3M | 1,225,000 | 17.3% |
| Sea Limited(SE) | ADS | 81141R100 | $37.5M | 925,000 | 10.7% |
| Visa Inc(V) | COM CL A | 92826C839 | $32.5M | 125,000 | 9.3% |
| Mastercard Incorporated(MA) | COM CL A | 57636Q104 | $4.5M | 10,643 | 1.3% |