Q1 2025 Holdings
Filed 2025-05-14 | 7 holdings | $339.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hdfc Bank Ltd(HDB) | ADS | 40415F101 | $116.3M | 1,750,000 | 34.3% |
| Sea Limited(SE) | ADS | 81141R100 | $104.4M | 800,000 | 30.8% |
| Icici Bank Ltd(IBN) | ADS | 45104G104 | $43.3M | 1,375,000 | 12.8% |
| Mastercard Incorporated(MA) | CLASS A | 57636Q104 | $32.9M | 60,000 | 9.7% |
| CrowdStrike Holdings Inc(CRWD) | CLASS A | 22788C105 | $30.9M | 87,500 | 9.1% |
| Estee Lauder Cos Inc(EL) | CLASS A | 518439104 | $9.9M | 150,000 | 2.9% |
| Visa Inc(V) | CLASS A | 92826C839 | $1.8M | 5,000 | 0.5% |