Q2 2022 Holdings
Filed 2022-08-15 | 21 holdings | $343.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Qualcomm Inc(QCOM) | COM | 747525103 | $38.3K | 261,300 | 11.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $33.1K | 431,400 | 9.6% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $33.0K | 1,600,000 | 9.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $33.0K | 270,000 | 9.6% |
| Avis Budget Group(CAR) | COM | 053774105 | $23.5K | 136,600 | 6.8% |
| Marqeta Inc(MQ) | CLASS A COM | 57142B104 | $19.9K | 2,082,200 | 5.8% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $19.0K | 1,285,700 | 5.5% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $18.8K | 23,400 | 5.5% |
| Ribbit Leap LTD | SHS CL A | G7552B105 | $17.2K | 1,722,840 | 5.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $16.4K | 102,000 | 4.8% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $15.5K | 363,394 | 4.5% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $15.0K | 2,973,500 | 4.4% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $15.0K | 82,300 | 4.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $10.2K | 101,800 | 3.0% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $8.1K | 233,233 | 2.4% |
| Dragoneer Growth OPT Corp II | CL A SHS | G28315102 | $7.8K | 800,000 | 2.3% |
| Nextdoor Holdings Inc(NXDR) | COM CL A | 65345M108 | $7.8K | 2,400,000 | 2.3% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $5.3K | 1,000,000 | 1.6% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $4.3K | 50,000 | 1.2% |
| Cassava Sciences Inc(SAVA) | COM | 14817C107 | $1.9K | 111,661 | 0.5% |
| Ribbit Leap LTD | *W EXP 09/09/202 | G7552B113 | $59 | 344,568 | 0.0% |