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CIK 0001634255 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| CrowdStrike Holdings Inc | CLASS A | $30.9M | 9.1% | 87,500 SH | |
| Estee Lauder Cos Inc | CLASS A | $9.9M | 2.9% | 150,000 SH | |
| HDFC Bank Ltd | ADS | $116.3M | 34.3% | 1,750,000 SH | |
| ICICI Bank Ltd | ADS | $43.3M | 12.8% | 1,375,000 SH | |
| Mastercard Incorporated | CLASS A | $32.9M | 9.7% | 60,000 SH | |
| Sea Limited | ADS | $104.4M | 30.8% | 800,000 SH | |
| Visa Inc | CLASS A | $1.8M | 0.5% | 5,000 SH |
| 13F-HR |
| 0001634255-26-000004 |
| $319.4M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001634255-25-000006 | $401.2M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001634255-26-000003 | $301.3M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001634255-25-000005 | $339.4M | View |