Q2 2026 Holdings
Filed 2026-08-13 | 6 holdings | $319.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sea Limited(SE) | ADS | 81141R100 | $163.6M | 1,707,000 | 51.2% |
| Taiwan Semiconductor Manufacturing Co Ltd(TSM) | ADS | 874039100 | $64.5M | 135,000 | 20.2% |
| Hdfc Bank Ltd(HDB) | ADS | 40415F101 | $48.4M | 1,875,000 | 15.2% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $31.5M | 1,815,000 | 9.9% |
| Visa Inc(V) | COM CL A | 92826C839 | $8.6M | 25,000 | 2.7% |
| Flutter Entertainment Plc(FLUT) | SHS | G3643J108 | $2.8M | 27,500 | 0.9% |