Q2 2024 Holdings
Filed 2024-08-14 | 20 holdings | $485.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $62.9M | 325,275 | 12.9% |
| Snap Inc(SNAP) | CL A | 83304A106 | $54.8M | 3,299,700 | 11.3% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $46.1M | 1,600,000 | 9.5% |
| Block Inc(XYZ) | CL A | 852234103 | $36.7M | 568,900 | 7.6% |
| Avis Budget Group(CAR) | COM | 053774105 | $32.1M | 307,300 | 6.6% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $30.1M | 18,300 | 6.2% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $28.3M | 349,400 | 5.8% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $27.3M | 382,400 | 5.6% |
| Taskus Inc(TASK) | CLASS A COM | 87652V109 | $24.2M | 1,817,012 | 5.0% |
| Reddit Inc(RDDT) | CL A | 75734B100 | $23.3M | 365,000 | 4.8% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $22.7M | 345,355 | 4.7% |
| Thoughtworks Holding Inc(TWKSEUR) | COM | 88546E105 | $21.2M | 7,463,633 | 4.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $17.5M | 242,548 | 3.6% |
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $11.9M | 300,000 | 2.5% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $10.9M | 580,000 | 2.2% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $10.5M | 233,233 | 2.2% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $9.8M | 919,693 | 2.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $7.9M | 43,163 | 1.6% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $6.1M | 432,100 | 1.3% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $1.6M | 13,963 | 0.3% |