Q2 2024 Holdings
Filed 2024-08-14 | 8 holdings | $295.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $100.1M | 810,000 | 33.8% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $50.2M | 377,372 | 17.0% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $49.6M | 1,721,118 | 16.8% |
| Cameco Corp(CCJ) | COM | 13321L108 | $43.2M | 878,376 | 14.6% |
| Nexgen Energy LTD(NXE) | COM | 65340P106 | $18.3M | 2,627,193 | 6.2% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $18.0M | 213,688 | 6.1% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $9.5M | 667,895 | 3.2% |
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $7.0M | 569,846 | 2.4% |