Q4 2025 Holdings
Filed 2026-02-13 | 7 holdings | $368.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sea Limited(SE) | ADS | 81141R100 | $95.7M | 750,000 | 26.0% |
| Hdfc Bank Ltd(HDB) | ADS | 40415F101 | $81.3M | 2,225,000 | 22.1% |
| PDD Holdings Inc(PDD) | ADS | 722304102 | $56.7M | 500,000 | 15.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $52.6M | 150,000 | 14.3% |
| Icici Bank Ltd(IBN) | ADS | 45104G104 | $48.4M | 1,625,000 | 13.1% |
| Taiwan Semiconductor Manufacturing Co Ltd(TSM) | ADS | 874039100 | $18.2M | 60,000 | 4.9% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $15.7M | 27,500 | 4.3% |