Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
---|---|---|---|---|---|---|---|---|
SE | SEA LTD | 52.27% | 4,637,500 | $437,223,500 | No Change | $94.28 | 13F | |
BABA | ALIBABA GROUP HLDG LTD (Call) | 17.76% | 1,400,000 | $148,568,000 | -800,000 | -36.36% | $106.12 | 13F |
NU | NU HLDGS LTD | 9.73% | 5,965,000 | $81,422,250 | -2,787,000 | -31.84% | $13.65 | 13F |
PDD | PDD HOLDINGS INC | 8.68% | 538,250 | $72,561,483 | 43,000 | 8.68% | $134.81 | 13F |
RBLX | ROBLOX CORP | 4.05% | 765,000 | $33,858,900 | No Change | $44.26 | 13F | |
MELI | MERCADOLIBRE INC | 3.61% | 14,700 | $30,163,812 | No Change | $2051.96 | 13F | |
GRAB | GRAB HOLDINGS LIMITED | 2.25% | 4,953,000 | $18,821,400 | 4,953,000 | New | $3.8 | 13F |
BZ | KANZHUN LIMITED | 1.65% | 794,000 | $13,783,840 | 794,000 | New | $17.36 | 13F |
STNE | STONECO LTD | -548,700 | Exited | 13F |