Q2 2023 Holdings
Filed 2023-08-14 | 9 holdings | $68.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nu Holdings Ltd(NU) | ORD SHS CL A | G6683N103 | $13.0M | 1,648,704 | 18.9% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $12.1M | 209,170 | 17.6% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $11.4M | 415,601 | 16.5% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $7.9M | 6,680 | 11.5% |
| ACV Auctions Inc(ACVA) | COM CL A | 00091G104 | $5.7M | 328,620 | 8.2% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $5.1M | 340,648 | 7.4% |
| Gaotu Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $4.8M | 1,670,263 | 7.0% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $4.6M | 67,180 | 6.7% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $4.1M | 665,918 | 6.0% |