Q1 2025 Holdings
Filed 2025-05-15 | 12 holdings | $318.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Icici Bank Limited(IBN) | ADR | 45104G104 | $53.9M | 1,709,864 | 16.9% |
| Amer Sports Inc(AS) | COM SHS | G0260P102 | $39.7M | 1,483,969 | 12.5% |
| Sharkninja Inc(SN) | COM SHS | G8068L108 | $39.6M | 475,000 | 12.4% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $38.0M | 227,000 | 11.9% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $37.9M | 595,755 | 11.9% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $35.8M | 365,200 | 11.2% |
| Vnet Group Inc(VNET) | SPONSORED ADS A | 90138A103 | $28.7M | 3,500,000 | 9.0% |
| Hesai Group(HSAI) | SPONSORED ADS | 428050108 | $23.7M | 1,600,000 | 7.4% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $11.2M | 100,000 | 3.5% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $10.0M | 500,000 | 3.2% |