Q4 2024 Holdings
Filed 2025-02-14 | 9 holdings | $281.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $61.2M | 455,389 | 21.7% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $50.2M | 1,681,262 | 17.8% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $43.2M | 628,856 | 15.3% |
| Amer Sports Inc(AS) | COM SHS | G0260P102 | $41.9M | 1,500,000 | 14.9% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $29.5M | 1,600,000 | 10.5% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $20.0M | 178,515 | 7.1% |
| Nexgen Energy LTD(NXE) | COM | 65340P106 | $16.9M | 2,566,355 | 6.0% |
| Birkenstock Holding PLC(BIRK) | COM SHS | M2029K104 | $10.0M | 177,000 | 3.6% |
| Teradyne Inc(TER) | COM | 880770102 | $8.8M | 70,000 | 3.1% |