Q1 2024 Holdings
Filed 2024-05-14 | 6 holdings | $300.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hdfc Bank Ltd(HDB) | ADS | 40415F101 | $102.1M | 1,825,000 | 34.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $69.4M | 395,000 | 23.1% |
| Sea Limited(SE) | ADS | 81141R100 | $53.7M | 1,000,000 | 17.9% |
| Las Vegas Sands(LVS) | COM | 517834107 | $29.7M | 575,000 | 9.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $27.9M | 100,000 | 9.3% |
| Apple Inc(AAPL) | COM | 037833100 | $17.1M | 100,000 | 5.7% |