Q4 2024 Holdings
Filed 2025-02-14 | 18 holdings | $454.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $71.4M | 325,275 | 15.7% |
| Taskus Inc(TASK) | CLASS A COM | 87652V109 | $48.8M | 2,881,513 | 10.7% |
| Snap Inc(SNAP) | CL A | 83304A106 | $41.6M | 3,859,900 | 9.1% |
| Reddit Inc(RDDT) | CL A | 75734B100 | $39.7M | 243,000 | 8.7% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $38.6M | 1,292,200 | 8.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $35.6M | 335,400 | 7.8% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $31.1M | 18,300 | 6.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $20.6M | 242,548 | 4.5% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $20.0M | 249,800 | 4.4% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $18.9M | 349,400 | 4.2% |
| Penguin Solutions Inc(PENG) | SHS | G8232Y101 | $17.4M | 904,587 | 3.8% |
| Draftkings Inc New(DKNG) | COM CL A | 26142V105 | $16.5M | 442,400 | 3.6% |
| Applied Digital Corp(APLD) | COM NEW | 038169207 | $15.7M | 2,060,136 | 3.5% |
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $10.0M | 300,000 | 2.2% |
| Avis Budget Group(CAR) | COM | 053774105 | $9.4M | 116,800 | 2.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $8.2M | 43,163 | 1.8% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $6.0M | 432,906 | 1.3% |
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $5.1M | 191,000 | 1.1% |