Q3 2023 Holdings
Filed 2023-11-14 | 8 holdings | $84.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $20.6M | 468,530 | 24.5% |
| Hasbro Inc(HAS) | COM | 418056107 | $15.7M | 238,127 | 18.8% |
| Coherent Corp(COHR) | COM | 19247G107 | $12.5M | 383,319 | 14.9% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $11.3M | 8,930 | 13.5% |
| XP Inc(XP) | CL A | G98239109 | $10.1M | 439,130 | 12.1% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $8.9M | 1,231,545 | 10.6% |
| Draftkings Inc New(DKNG) | COM CL A | 26142V105 | $4.7M | 158,440 | 5.6% |
| Klaviyo Inc(KVYO) | COM SER A | 49845K101 | $69.0K | 2,000 | 0.1% |