Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALIBABA GROUP HLDG LTD(BABA)(Call) | 0 | 2,200,000 | +2,200,000 | 0 | 158,400 | — | +158,400 |
| SEA LTD(SE) | 4,637,500 | 4,637,500 | 0 | 249,080 | 331,210 | 45.53% | +82,130 |
| PDD HOLDINGS INC(PDD) | 495,250 | 495,250 | 0 | 57,573 | 65,843 | 9.05% | +8,271 |
| MERCADOLIBRE INC(MELI) | 14,700 | 14,700 | 0 | 22,226 | 24,158 | 3.32% | +1,932 |
| NU HLDGS LTD(NU) | 9,327,000 | 8,752,000 | -575,000 | 111,271 | 112,813 | 15.51% | +1,542 |
| ROBLOX CORP(RBLX) | 765,000 | 765,000 | 0 | 29,208 | 28,466 | 3.91% | -742 |
| STONECO LTD(STNE) | 814,200 | 548,700 | -265,500 | 13,524 | 6,579 | 0.90% | -6,945 |