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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GRAB | GRAB HOLDINGS LIMITED | 24.99% | 43,153,792 | $157,943,000 | 5,477,800 | 14.54% | $3.66 | 13F |
| SE | SEA LTD | 22.17% | 1,691,942 | $140,110,000 | 180,700 | 11.96% | $82.81 | 13F |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | 21.44% | 3,680,856 | $135,492,000 | 525,431 | 16.65% | $36.81 | 13F |
| YMM | FULL TRUCK ALLIANCE CO LTD | 19.24% | 14,650,662 | $121,600,000 | No Change | $8.3 | 13F | |
| GDS | GDS HLDGS LTD | 8.12% | 1,274,169 | $51,336,000 | 1,274,169 | New | $40.29 | 13F |
| PAYP | PAYPAY CORP | 4.05% | 1,200,000 | $25,608,000 | 1,200,000 | New | $21.34 | 13F |
| BZ | KANZHUN LIMITED | -4,600,645 | Exited | 13F | ||||
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | -597,600 | Exited | 13F |