Q1 2024 Holdings
Filed 2024-05-14 | 6 holdings | $250.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $90.4M | 100,000 | 36.1% |
| Cameco Corp(CCJ) | COM | 13321L108 | $43.1M | 995,000 | 17.2% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $42.0M | 1,590,000 | 16.8% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $29.9M | 257,000 | 11.9% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $25.4M | 245,000 | 10.1% |
| Nexgen Energy LTD(NXE) | COM | 65340P106 | $19.7M | 2,539,723 | 7.9% |