Q3 2024 Holdings
Filed 2024-11-13 | 5 holdings | $351.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hdfc Bank Ltd(HDB) | ADS | 40415F101 | $161.1M | 2,575,000 | 45.8% |
| Sea Limited(SE) | ADS | 81141R100 | $82.5M | 875,000 | 23.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $75.6M | 275,000 | 21.5% |
| Estee Lauder Cos Inc(EL) | COM CL A | 518439104 | $19.9M | 200,000 | 5.7% |
| Las Vegas Sands Corp(LVS) | COM | 517834107 | $12.6M | 250,000 | 3.6% |