Q2 2023 Holdings
Filed 2023-09-08 | 4 holdings | $39.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $19.2M | 181,800 | 48.9% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $10.9M | 166,400 | 27.7% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $8.4M | 691,949 | 21.5% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $735.5K | 75,900 | 1.9% |