Q1 2023 Holdings
Filed 2023-05-15 | 21 holdings | $437.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $41.2M | 403,400 | 9.4% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $34.5M | 1,600,000 | 7.9% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $34.3M | 269,000 | 7.8% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $30.8M | 23,400 | 7.0% |
| Block Inc(XYZ) | CL A | 852234103 | $28.6M | 416,200 | 6.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $27.9M | 270,000 | 6.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $26.5M | 254,800 | 6.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $23.6M | 272,100 | 5.4% |
| Taskus Inc(TASK) | CLASS A COM | 87652V109 | $22.4M | 1,549,787 | 5.1% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $22.2M | 427,700 | 5.1% |
| Avis Budget Group(CAR) | COM | 053774105 | $21.8M | 112,157 | 5.0% |
| Gitlab Inc(GTLB) | CLASS A COM | 37637K108 | $19.9M | 580,800 | 4.6% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $18.9M | 1,001,900 | 4.3% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $16.3M | 3,424,700 | 3.7% |
| Kraneshares TRCall | CALL | 500767907 | $15.6M | 500,000 | 3.6% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $15.0M | 224,247 | 3.4% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $10.9M | 1,700,000 | 2.5% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $10.2M | 233,233 | 2.3% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $9.9M | 627,052 | 2.3% |
| Nextdoor Holdings Inc(NXDR) | COM CL A | 65345M108 | $4.0M | 1,880,985 | 0.9% |
| Yatra Online Inc(YTRA) | ORD SHS | G98338109 | $3.2M | 1,400,000 | 0.7% |