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CIK 0001634255 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Estee Lauder Cos Inc | CLASS A | $47.2M | 11.8% | 584,094 SH | New |
| HDFC Bank Ltd | ADS | $115.0M | 28.7%Prev: 24.8% | 1,500,000 SH | Increased-1,500,000 SH |
| ICICI Bank Ltd | ADS | $42.0M | 10.5% | 1,250,000 SH | New |
| Mastercard Incorporated | CLASS A | $21.1M | 5.3% | 37,500 SH | New |
| Sea Limited | ADS | $104.0M | 25.9%Prev: 48.1% | 650,000 SH | Decreased-1,100,000 SH |
| Taiwan Semiconductor Manufacturing Co Ltd | ADS | $45.3M | 11.3%Prev: 19.6% | 200,000 SH | Decreased+25,000 SH |
| Visa Inc | CLASS A | $26.6M | 6.6% | 75,000 SH | New |
| 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 |