Q3 2024 Holdings
Filed 2024-11-06 | 61 holdings | $259.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vertiv Holdings Co(VRT) | COM | 92537N108 | $5.5M | 59,023 | 2.1% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $6.0M | 14,900 | 2.3% |
| Comfort Systems USA Inc(FIX) | COM | 199908104 | $6.9M | 17,700 | 2.7% |
| NU Holdings LTD(NU) | COM | G6683N103 | $14.1M | 1,036,050 | 5.5% |
| Pinduoduo Inc(PDD) | COM | 722304102 | $16.3M | 120,900 | 6.3% |
| Icici Bank LTD(IBN) | COM | 45104G104 | $16.9M | 566,580 | 6.5% |
| SEA LTD(SE) | ADR | 81141R100 | $17.2M | 182,495 | 6.6% |
| Trip.com Group LTD(CLV) | COM | 89677Q107 | $21.7M | 365,840 | 8.4% |
| Makemytrip LTD(MMYT) | COM | V5633W109 | $24.4M | 262,520 | 9.4% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $28.3M | 13,788 | 10.9% |