Q1 2024 Holdings
Filed 2024-05-13 | 9 holdings | $339.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $66.9M | 44,241 | 19.7% |
| Dlocal LTD(DLO) | CLASS A COM | G29018101 | $43.2M | 2,939,484 | 12.7% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $42.2M | 159,996 | 12.4% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $36.2M | 468,633 | 10.6% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $34.2M | 340,915 | 10.1% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $32.3M | 2,703,850 | 9.5% |
| Gitlab Inc(GTLB) | CLASS A COM | 37637K108 | $30.9M | 529,284 | 9.1% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $29.9M | 9,519,319 | 8.8% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $24.2M | 664,642 | 7.1% |