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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTD | 42.06% | 3,563,098 | $295,060,145 | 428,007 | 13.65% | $82.81 | 13F |
| NBIS | NEBIUS GROUP N.V. | 15.62% | 1,055,816 | $109,551,468 | 203,000 | 23.8% | $103.76 | 13F |
| NU | NU HLDGS LTD | 14.88% | 7,265,000 | $104,398,050 | No Change | $14.37 | 13F | |
| PDD | PDD HOLDINGS INC | 7.15% | 490,650 | $50,134,617 | No Change | $102.18 | 13F | |
| MELI | MERCADOLIBRE INC | 5.24% | 21,257 | $36,753,778 | No Change | $1729.02 | 13F | |
| U | UNITY SOFTWARE INC | 4.99% | 1,594,227 | $34,977,340 | 1,566,000 | 5547.88% | $21.94 | 13F |
| GGAL | GRUPO FINANCIERO GALICIA S.A | 4.38% | 657,333 | $30,704,024 | 119,000 | 22.11% | $46.71 | 13F |
| RBLX | ROBLOX CORP | 3.14% | 390,000 | $22,058,400 | 195,000 | New | $56.56 | 13F |
| KSPI | KASPI KZ JSC | 2.55% | 241,500 | $17,887,905 | 72,000 | 42.48% | $74.07 | 13F |