Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Las Vegas Sands(LVS) | 650,000 | 2,575,000 | +1,925,000 | 37,700 | 118,038 | 27.28% | +80,338 |
| Microsoft Corp(MSFT) | 0 | 90,000 | +90,000 | 0 | 28,418 | 6.57% | +28,418 |
| ICICI Bank Ltd(IBN) | 0 | 250,000 | +250,000 | 0 | 5,780 | 1.34% | +5,780 |
| Estee Lauder Companies Inc(EL) | 75,000 | 75,000 | 0 | 14,729 | 10,841 | 2.51% | -3,887 |
| Infosys Limited(INFY) | 1,500,000 | 0 | -1,500,000 | 24,105 | 0 | — | -24,105 |
| Mastercard Incorporated(MA) | 100,000 | 0 | -100,000 | 39,330 | 0 | — | -39,330 |
| HDFC Bank Ltd(HDB) | 2,700,000 | 2,100,000 | -600,000 | 188,190 | 123,921 | 28.64% | -64,269 |
| Visa Inc(V) | 350,000 | 60,000 | -290,000 | 83,118 | 13,801 | 3.19% | -69,317 |
| Sea Limited(SE) | 5,000,000 | 3,000,000 | -2,000,000 | 290,200 | 131,850 | 30.48% | -158,350 |