Q2 2024 Holdings
Filed 2024-08-12 | 6 holdings | $407.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hdfc Bank Ltd(HDB) | ADS | 40415F101 | $107.8M | 1,675,000 | 26.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $85.3M | 325,000 | 20.9% |
| Las Vegas Sands Corp(LVS) | COM | 517834107 | $70.8M | 1,600,000 | 17.4% |
| Mastercard Incorporated(MA) | COM CL A | 57636Q104 | $68.4M | 155,000 | 16.8% |
| Sea Limited(SE) | ADS | 81141R100 | $46.4M | 650,000 | 11.4% |
| Icici Bank Ltd(IBN) | ADS | 45104G104 | $28.8M | 1,000,000 | 7.1% |