Q1 2023 Holdings
Filed 2023-05-11 | 14 holdings | $46.7M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2023-05-11) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $12.2M | 117,775 | 26.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $9.5M | 299,000 | 20.3% |
| Doordash Inc(DASH) | CL A | 25809K105 | $6.9M | 108,500 | 14.8% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $3.7M | 781,679 | 8.0% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $3.5M | 465,000 | 7.6% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $2.7M | 35,700 | 5.8% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $2.1M | 15,600 | 4.6% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $1.9M | 118,000 | 4.0% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $1.6M | 86,550 | 3.5% |
| Dlocal LTD(DLO) | CLASS A COM | G29018101 | $919.2K | 56,671 | 2.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $618.1K | 18,000 | 1.3% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $406.8K | 4,700 | 0.9% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $301.0K | 100,000 | 0.6% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $230.7K | 175 | 0.5% |