Q3 2024 Holdings
Filed 2024-11-15 | 9 holdings | $234.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Icici Bank Limited(IBN) | ADR | 45104G104 | $50.6M | 1,695,552 | 21.6% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $40.7M | 335,000 | 17.3% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $33.3M | 247,000 | 14.2% |
| Cameco Corp(CCJ) | COM | 13321L108 | $30.6M | 640,000 | 13.0% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $26.7M | 450,000 | 11.4% |
| Nexgen Energy LTD(NXE) | COM | 65340P106 | $16.9M | 2,588,169 | 7.2% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $16.7M | 180,000 | 7.1% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $13.1M | 657,974 | 5.6% |
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $5.9M | 561,381 | 2.5% |