Q1 2026 Holdings
Filed 2026-05-14 | 5 holdings | $301.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sea Limited(SE) | ADS | 81141R100 | $144.9M | 1,750,000 | 48.1% |
| Hdfc Bank Ltd(HDB) | ADS | 40415F101 | $74.6M | 3,000,000 | 24.8% |
| Taiwan Semiconductor Manufacturing Co Ltd(TSM) | ADS | 874039100 | $59.1M | 175,000 | 19.6% |
| PDD Holdings Inc(PDD) | ADS | 722304102 | $17.9M | 175,000 | 5.9% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $4.7M | 250,000 | 1.6% |