Q2 2025 Holdings
Filed 2025-08-14 | 12 holdings | $395.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coherent Corp(COHR) | COM | 19247G107 | $61.6M | 690,000 | 15.6% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $60.6M | 220,000 | 15.4% |
| Amer Sports Inc(AS) | COM SHS | G0260P102 | $56.5M | 1,456,902 | 14.3% |
| Credo Technology Group Holdi(CRDO) | ORDINARY SHARES | G25457105 | $48.6M | 525,000 | 12.3% |
| Sharkninja Inc(SN) | COM SHS | G8068L108 | $42.7M | 431,602 | 10.8% |
| Vnet Group Inc(VNET) | SPONSORED ADS A | 90138A103 | $39.7M | 5,750,000 | 10.0% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $35.3M | 359,690 | 8.9% |
| Hesai Group(HSAI) | SPONSORED ADS | 428050108 | $34.5M | 1,570,662 | 8.7% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $9.8M | 127,000 | 2.5% |
| Quantasing Group LTD(HERE) | ADS | 74767N107 | $4.7M | 500,000 | 1.2% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $1.0M | 29,900 | 0.3% |