Q4 2023 Holdings
Filed 2024-02-14 | 23 holdings | $428.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $50.6M | 333,300 | 11.8% |
| Block Inc(XYZ) | CL A | 852234103 | $44.0M | 568,900 | 10.3% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $38.1M | 1,600,000 | 8.9% |
| Avis Budget Group(CAR) | COM | 053774105 | $33.8M | 190,500 | 7.9% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $28.8M | 18,300 | 6.7% |
| Thoughtworks Holding Inc(TWKSEUR) | COM | 88546E105 | $24.2M | 5,032,032 | 5.7% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $24.2M | 1,914,900 | 5.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $21.2M | 150,163 | 4.9% |
| Taskus Inc(TASK) | CLASS A COM | 87652V109 | $19.2M | 1,465,829 | 4.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $18.8M | 242,548 | 4.4% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $17.4M | 319,200 | 4.1% |
| Block Inc(XYZ)Call | CL A | 852234103 | $15.5M | 200,000 | 3.6% |
| Sentinelone Inc(S) | CL A | 81730H109 | $15.3M | 557,700 | 3.6% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $13.2M | 233,233 | 3.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $11.0M | 272,100 | 2.6% |
| Kraneshares TR(KWEB)Call | CSI CHI INTERNET | 500767306 | $10.8M | 400,000 | 2.5% |
| Nextracker Inc(NXT) | CLASS A COM | 65290E101 | $9.5M | 202,300 | 2.2% |
| Array Technologies Inc(ARRY) | COM SHS | 04271T100 | $8.9M | 530,000 | 2.1% |
| ACM Resh Inc(ACMR) | COM CL A | 00108J109 | $8.2M | 417,500 | 1.9% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $7.0M | 432,100 | 1.6% |
| Hashicorp Inc | COM CL A | 418100103 | $6.1M | 257,000 | 1.4% |
| Yatra Online Inc(YTRA) | ORD SHS | G98338109 | $2.1M | 1,265,571 | 0.5% |
| Nextdoor Holdings Inc(NXDR) | COM CL A | 65345M108 | $405.4K | 214,480 | 0.1% |