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CIK 0001634255 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| HDFC Bank Ltd | ADS | $68.3M | 17.4%Prev: 15.2% | 2,000,000 SH | Increased+125,000 SH |
| ICICI Bank Ltd | ADS | $68.0M | 17.3% | 2,250,000 SH | New |
| Microsoft Corp | COM | $31.1M | 7.9% | 60,000 SH | New |
| PDD Holdings Inc | ADS | $79.3M | 20.2% | 600,000 SH | New |
| Sea Limited | ADS | $49.2M | 12.5%Prev: 51.2% | 275,000 SH | Decreased-1,432,000 SH |
| Taiwan Semiconductor Manufacturing Co Ltd | ADS | $27.9M | 7.1%Prev: 20.2% | 100,000 SH | Decreased-35,000 SH |
| Visa Inc | COM CL A | $68.3M | 17.4%Prev: 2.7% | 200,000 SH | Increased+175,000 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 |