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CIK 0001535096 • 6 13F filings • May 14, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | $35.5M | 8.1%Prev: 6.2% | 900,000 SH | Increased |
| BROADCOM INC | COM | $55.4M | 12.6%Prev: 9.6% | 160,000 SH | Increased |
| COUPANG INC | CL A | $77.8M | 17.7%Prev: 19.8% | 3,300,000 SH | Decreased |
| FUTU HLDGS LTD | SPON ADS CL A | $60.8M | 13.8%Prev: 11.7% | 370,000 SH | Decreased |
| NEBIUS GROUP N.V. | SHS CLASS A | $89.6M | 20.4%Prev: 21.5% | 1,070,000 SH | Decreased |
| SEA LTD | SPONSORED ADS | $119.9M | 27.3%Prev: 31.2% | 940,000 SH | Decreased |
| 13F-HR |
| 0000929638-26-003010 |
| $351.1M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0000950123-25-007735 | $384.1M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0000929638-26-001861 | $232.6M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0000950123-25-005075 | $400.8M | View |