Q4 2022 Holdings
Filed 2023-02-14 | 20 holdings | $307.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Icici Bank Limited(IBN) | ADR | 45104G104 | $35.0M | 1,600,000 | 11.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $34.2M | 388,400 | 11.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $29.6M | 269,000 | 9.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $22.7M | 270,000 | 7.4% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $19.8M | 23,400 | 6.4% |
| Taskus Inc(TASK) | CLASS A COM | 87652V109 | $18.6M | 1,100,000 | 6.1% |
| Avis Budget Group(CAR) | COM | 053774105 | $18.4M | 112,157 | 6.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $18.3M | 351,900 | 6.0% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $15.3M | 224,247 | 5.0% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $14.8M | 363,394 | 4.8% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $14.0M | 1,001,900 | 4.6% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $11.2M | 2,756,000 | 3.7% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $9.9M | 234,000 | 3.2% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $9.8M | 1,388,191 | 3.2% |
| Dragoneer Growth OPT Corp II | CL A SHS | G28315102 | $7.9M | 800,000 | 2.6% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $7.3M | 233,233 | 2.4% |
| Kraneshares TR(KWEB)Call | CSI CHI INTERNET | 500767306 | $6.6M | 220,000 | 2.2% |
| Block Inc(XYZ) | CL A | 852234103 | $6.1M | 97,551 | 2.0% |
| Nextdoor Holdings Inc(NXDR) | COM CL A | 65345M108 | $4.3M | 2,100,000 | 1.4% |
| Yatra Online Inc(YTRA) | ORD SHS | G98338109 | $3.4M | 1,400,000 | 1.1% |