Fund HoldingsABS Direct Equity Fund LLC

Total Portfolio Value
$89.04M
Total Bought
$10.19M
Total Sold
$19.85M
Net Transaction
-$9.66M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
PDD HOLDINGS INC(PDD)37,70048,406+10,7064,3836,4367.23%+2,053
GRUPO AEROPORTUARIO DEL SURE06,660+6,66001,9952.24%+1,995
TRANSPORTADORA DE GAS SUR(TGS)90,370137,706+47,3361,3652,6142.94%+1,249
PAR TECHNOLOGY CORP45,00068,580+23,5802,0413,2293.63%+1,188
EXTREME NETWORKS(EXTR)85,000150,000+65,0009812,0182.27%+1,037
CONTROLADORA VUELA COMP DE A0118,000+118,00007500.84%+750
NEW ORIENTAL ED & TECHNOLOGY(EDU)06,300+6,30004900.55%+490
INTERNATIONAL MNY EXPRESS IN60,00075,000+15,0001,3701,5631.76%+193
KANZHUN LIMITED(BZ)54,00056,472+2,4729471,0621.19%+116
LATHAM GROUP INC(SWIM)100,000157,123+57,1233964760.53%+80
LEGACY HOUSING CORP48,42648,42601,0421,1111.25%+69
PHINIA INC(PHIN)0400+4000160.02%+16
SOLARWINDS CORP200,000210,000+10,0002,5242,5312.84%+7
ALIBABA GROUP HLDG LTD(BABA)11,90011,90008618570.96%-4
ASBURY AUTOMOTIVE GROUP INC7,5007,50001,7681,7091.92%-59
FULL TRUCK ALLIANCE CO LTD(YMM)404,000356,500-47,5002,9372,8663.22%-71
VALE S A107,523110,523+3,0001,3111,2351.39%-76
GRUPO AEROPUERTO DEL PACIFIC(PAC)14,35014,450+1002,3412,2512.53%-91
RENTOKIL INITIAL PLC(RTO)121,260120,232-1,0283,6563,5654.00%-91
R1 RCM INC375,000375,00004,8304,7105.29%-120
MINISO GROUP HLDG LTD(MNSO)88,44188,44101,8131,6871.89%-126
I3 VERTICALS INC30,00025,000-5,0006875520.62%-135
GRUPO AEROPORTUARIO DEL CENT(OMAB)13,30013,200-1001,0528931.00%-159
FOMENTO ECONOMICO MEXICANO S(FMX)71,20084,000+12,8009,2759,04310.16%-233
XPONENTIAL FITNESS INC175,000170,000-5,0002,8952,6522.98%-242
GRIFFON CORP(GFF)65,00070,000+5,0004,7674,4705.02%-297
NETEASE INC(NTES)3,1000-3,1003210-321
CEMEX SAB DE CV(CX)558,700737,000+178,3005,0344,7095.29%-324
DADA NEXUS LTD200,9000-200,9004120-412
BAIDU INC13,33910,739-2,6001,4049291.04%-476
H WORLD GROUP LTD(HTHT)68,79464,994-3,8002,6622,1662.43%-497
KASPI KZ JSC(KSPI)22,36217,938-4,4242,8772,3142.60%-562
SKYLINE CHAMPION CORPORATION(SKY)15,00010,000-5,0001,2756780.76%-598
BANCO SANTANDER CHILE NEW(BSAC)30,7200-30,7206090-609
VISTA ENERGY S.A.B. DE C.V.(VIST)15,6330-15,6336470-647
ACADEMY SPORTS & OUTDOORS IN(ASO)10,0000-10,0006750-675
EURONET WORLDWIDE INC(EEFT)30,00024,636-5,3643,2982,5502.86%-748
ALTA EQUIPMENT GROUP INC220,000220,00002,8491,7691.99%-1,080
TRIP COM GROUP LTD(TCOM)70,53142,231-28,3003,0961,9852.23%-1,111
EMBRAER S.A.(EMBJ)43,7500-43,7501,1660-1,165
AMERICA MOVIL SAB DE CV(AMX)374,400340,900-33,5006,9865,7956.51%-1,191
BLUELINX HLDGS INC25,00020,000-5,0003,2561,8622.09%-1,394
CROCS INC(CROX)20,0007,500-12,5002,8761,0951.23%-1,781
YPF SOCIEDAD ANONIMA(YPF)100,4000-100,4001,9880-1,988
VIPSHOP HLDGS LTD(VIPS)141,3854,980-136,4052,340650.07%-2,275
MERCADOLIBRE INC(MELI)3,3411,428-1,9135,0512,3472.64%-2,705
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