Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEA LTD(SE) | 3,563,098 | 3,792,812 | +229,714 | 295,060 | 363,465 | 43.12% | +68,405 |
| UNITY SOFTWARE INC(U) | 1,594,227 | 2,531,727 | +937,500 | 34,977 | 72,357 | 8.58% | +37,379 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 216,000 | +216,000 | 0 | 20,732 | 2.46% | +20,732 |
| NEBIUS GROUP N.V.(NBIS) | 1,055,816 | 466,616 | -589,200 | 109,551 | 128,865 | 15.29% | +19,314 |
| ROBLOX CORP(RBLX) | 390,000 | 610,000 | +220,000 | 22,058 | 33,172 | 3.94% | +11,113 |
| KASPI KZ JSC(KSPI) | 241,500 | 241,500 | 0 | 17,888 | 20,924 | 2.48% | +3,036 |
| GRUPO FINANCIERO GALICIA S.A(GGAL) | 657,333 | 657,333 | 0 | 30,704 | 32,886 | 3.90% | +2,182 |
| MERCADOLIBRE INC(MELI) | 21,257 | 21,257 | 0 | 36,754 | 36,081 | 4.28% | -672 |
| NU HLDGS LTD(NU) | 7,265,000 | 7,265,000 | 0 | 104,398 | 97,060 | 11.51% | -7,338 |
| PDD HOLDINGS INC(PDD) | 490,650 | 490,650 | 0 | 50,135 | 37,427 | 4.44% | -12,708 |