Q4 2023 Holdings
Filed 2024-02-13 | 8 holdings | $292.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $55.0M | 35,017 | 18.8% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $41.3M | 530,028 | 14.1% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $37.4M | 199,259 | 12.8% |
| Gitlab Inc(GTLB) | CLASS A COM | 37637K108 | $36.1M | 574,084 | 12.4% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $35.4M | 313,840 | 12.1% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $30.5M | 9,037,719 | 10.4% |
| Dlocal LTD(DLO) | CLASS A COM | G29018101 | $29.7M | 1,677,009 | 10.2% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $26.6M | 671,780 | 9.1% |