Q3 2025 Holdings
Filed 2025-11-14 | 11 holdings | $570.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Seagate Technology Hldngs PL(STX) | ORD SHS | G7997R103 | $104.6M | 443,000 | 18.3% |
| Credo Technology Group Holdi(CRDO) | ORDINARY SHARES | G25457105 | $100.1M | 687,500 | 17.5% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $80.0M | 242,500 | 14.0% |
| Vnet Group Inc(VNET) | SPONSORED ADS A | 90138A103 | $59.4M | 5,750,000 | 10.4% |
| Wolverine World Wide Inc(WWW) | COM | 978097103 | $54.4M | 1,983,632 | 9.5% |
| Sandisk Corp(SNDK) | COM | 80004C200 | $45.4M | 405,000 | 8.0% |
| Hesai Group(HSAI) | SPONSORED ADS | 428050108 | $41.6M | 1,480,000 | 7.3% |
| Amer Sports Inc(AS) | COM SHS | G0260P102 | $40.7M | 1,170,000 | 7.1% |
| Sharkninja Inc(SN) | COM SHS | G8068L108 | $39.2M | 380,000 | 6.9% |
| Quantasing Group LTD(HERE) | ADS | 74767N107 | $4.5M | 500,000 | 0.8% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $868.1K | 9,275 | 0.2% |