Q3 2025 Holdings
Filed 2025-11-14 | 7 holdings | $78.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $55.3M | 2,366,764 | 70.5% |
| Ibotta Inc(IBTA) | CLASS A COM SHS | 451051106 | $10.2M | 367,032 | 13.0% |
| Quantasing Group LTD(HERE) | ADS | 74767N107 | $7.0M | 770,651 | 8.9% |
| Agora Inc(API) | ADS | 00851L103 | $2.9M | 750,000 | 3.7% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $1.8M | 226,367 | 2.3% |
| Commerce.com Inc(CMRC) | COM SER 1 | 08975P108 | $747.1K | 149,721 | 1.0% |
| Blaize Hldgs Inc(BZAI) | COM | 092915107 | $564.7K | 163,670 | 0.7% |