Q1 2024 Holdings
Filed 2024-05-15 | 20 holdings | $448.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $60.1M | 333,300 | 13.4% |
| Block Inc(XYZ) | CL A | 852234103 | $48.1M | 568,900 | 10.7% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $42.3M | 1,600,000 | 9.4% |
| Avis Budget Group(CAR) | COM | 053774105 | $34.6M | 282,400 | 7.7% |
| Snap Inc(SNAP) | CL A | 83304A106 | $31.5M | 2,741,400 | 7.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $27.7M | 18,300 | 6.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $25.1M | 346,800 | 5.6% |
| Taskus Inc(TASK) | CLASS A COM | 87652V109 | $20.6M | 1,766,497 | 4.6% |
| Reddit Inc(RDDT) | CL A | 75734B100 | $18.0M | 365,000 | 4.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $17.9M | 1,579,495 | 4.0% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $17.3M | 319,200 | 3.9% |
| Thoughtworks Holding Inc(TWKSEUR) | COM | 88546E105 | $17.0M | 6,700,456 | 3.8% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $16.9M | 220,200 | 3.8% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $15.0M | 490,100 | 3.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $14.8M | 97,163 | 3.3% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $14.6M | 272,100 | 3.3% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $11.2M | 233,233 | 2.5% |
| Hashicorp Inc | COM CL A | 418100103 | $9.3M | 344,600 | 2.1% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $5.9M | 432,100 | 1.3% |
| Dlocal LTD(DLO) | CLASS A COM | G29018101 | $481.3K | 32,742 | 0.1% |