Q3 2025 Holdings
Filed 2025-11-13 | 7 holdings | $392.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | ADS | 722304102 | $79.3M | 600,000 | 20.2% |
| Hdfc Bank Ltd(HDB) | ADS | 40415F101 | $68.3M | 2,000,000 | 17.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $68.3M | 200,000 | 17.4% |
| Icici Bank Ltd(IBN) | ADS | 45104G104 | $68.0M | 2,250,000 | 17.3% |
| Sea Limited(SE) | ADS | 81141R100 | $49.2M | 275,000 | 12.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $31.1M | 60,000 | 7.9% |
| Taiwan Semiconductor Manufacturing Co Ltd(TSM) | ADS | 874039100 | $27.9M | 100,000 | 7.1% |