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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTD | 45.53% | 4,637,500 | $331,210,250 | No Change | $71.42 | 13F | |
| BABA | ALIBABA GROUP HLDG LTD (Call) | 21.77% | 2,200,000 | $158,400,000 | 2,200,000 | New | $72 | 13F |
| NU | NU HLDGS LTD | 15.51% | 8,752,000 | $112,813,280 | -575,000 | -6.16% | $12.89 | 13F |
| PDD | PDD HOLDINGS INC | 9.05% | 495,250 | $65,843,488 | No Change | $132.95 | 13F | |
| RBLX | ROBLOX CORP | 3.91% | 765,000 | $28,465,650 | No Change | $37.21 | 13F | |
| MELI | MERCADOLIBRE INC | 3.32% | 14,700 | $24,157,980 | No Change | $1643.4 | 13F | |
| STNE | STONECO LTD | 0.9% | 548,700 | $6,578,913 | -265,500 | -32.61% | $11.99 | 13F |