Q4 2025 Holdings
Filed 2026-02-12 | 6 holdings | $254.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amer Sports Inc(AS) | COM SHS | G0260P102 | $104.9M | 2,809,105 | 41.2% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $67.5M | 595,174 | 26.5% |
| Onto Innovation Inc(ONTO) | COM | 683344105 | $39.4M | 249,447 | 15.5% |
| Alphabet Inc(GOOG) | ADR | 02079K107 | $24.9M | 79,462 | 9.8% |
| Lexinfintech Hldgs LTD(LX) | ADR | 528877103 | $11.8M | 3,601,592 | 4.6% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $6.3M | 36,128 | 2.5% |