Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Mastercard Incorporated(MA) | 0 | 60,000 | +60,000 | 0 | 32,887 | 9.69% | +32,887 |
| CrowdStrike Holdings Inc(CRWD) | 0 | 87,500 | +87,500 | 0 | 30,851 | 9.09% | +30,851 |
| ICICI Bank Ltd(IBN) | 800,000 | 1,375,000 | +575,000 | 23,888 | 43,340 | 12.77% | +19,452 |
| Sea Limited(SE) | 1,008,301 | 800,000 | -208,301 | 106,981 | 104,392 | 30.76% | -2,589 |
| Visa Inc(V) | 72,391 | 5,000 | -67,391 | 22,878 | 1,752 | 0.52% | -21,126 |
| Taiwan Semiconductor Manufacturing Co Ltd(TSM) | 150,000 | 0 | -150,000 | 29,624 | 0 | — | -29,623 |
| HDFC Bank Ltd(HDB) | 2,500,000 | 1,750,000 | -750,000 | 159,650 | 116,270 | 34.26% | -43,380 |
| Estee Lauder Cos Inc(EL) | 750,000 | 150,000 | -600,000 | 56,235 | 9,900 | 2.92% | -46,335 |