Q4 2022 Holdings
Filed 2023-02-13 | 15 holdings | $38.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $12.5M | 148,600 | 32.2% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $8.9M | 360,500 | 23.0% |
| Doordash Inc(DASH) | CL A | 25809K105 | $4.5M | 91,750 | 11.6% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $2.9M | 142,500 | 7.5% |
| Dlocal LTD(DLO)Call | CLASS A COM | G29018101 | $2.6M | 170,000 | 6.8% |
| Dlocal LTD(DLO) | CLASS A COM | G29018101 | $1.6M | 99,671 | 4.0% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $1.5M | 186,300 | 3.9% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $958.2K | 11,750 | 2.5% |
| Braze Inc(BRZE) | COM CL A | 10576N102 | $688.8K | 25,250 | 1.8% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $677.0K | 800 | 1.7% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $671.6K | 165,000 | 1.7% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $338.1K | 4,600 | 0.9% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $322.0K | 100,000 | 0.8% |
| Zscaler Inc(ZS) | COM | 98980G102 | $302.1K | 2,700 | 0.8% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $279.0K | 2,650 | 0.7% |