Fund HoldingsABS Direct Equity Fund LLC

Total Portfolio Value
$86.26M
Total Bought
$11.73M
Total Sold
$16.82M
Net Transaction
-$5.09M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
KASPI KZ JSC(KSPI)029,713+29,71302,8143.26%+2,814
GRUPO AEROPORTUARIO DEL CENT(OMAB)13,85036,700+22,8509392,5192.92%+1,580
PAR TECHNOLOGY CORP73,58070,000-3,5803,8325,0875.90%+1,255
GRUPO AEROPORTUARIO DEL SURE6,97012,480+5,5101,9713,2153.73%+1,244
PAMPA ENERGIA S A(PAM)6,00017,200+11,2003601,5131.75%+1,152
KE HLDGS INC(BEKE)21,90084,200+62,3004361,5511.80%+1,115
RENTOKIL INITIAL PLC(RTO)124,900160,000+35,1003,1144,0514.70%+937
EMPRESA DIST Y COMERCIAL NOR(EDN)017,038+17,03807310.85%+731
GRUPO FINANCIERO GALICIA S.A(GGAL)010,639+10,63906630.77%+663
D MARKET ELECTR SVCS & TRADI(HEPS)0180,000+180,00005450.63%+545
BANCO BBVA ARGENTINA S A021,417+21,41704080.47%+408
UNITED PARKS & RESORTS INC(PRKS)70,00070,00003,5423,9334.56%+391
LATHAM GROUP INC(SWIM)150,000200,000+50,0001,0201,3921.61%+372
MINISO GROUP HLDG LTD(MNSO)92,94177,441-15,5001,6301,8502.14%+220
TRIP COM GROUP LTD(TCOM)42,23139,531-2,7002,5102,7143.15%+204
INTERNATIONAL MNY EXPRESS IN75,00075,00001,3871,5621.81%+176
SOLARWINDS CORP235,000225,000-10,0003,0673,2063.72%+140
XPONENTIAL FITNESS INC180,000175,000-5,0002,2322,3542.73%+122
EURONET WORLDWIDE INC(EEFT)30,00030,00002,9773,0853.58%+108
PHINIA INC(PHIN)50,00050,00002,3022,4092.79%+107
TRANSPORTADORA DE GAS SUR(TGS)92,83259,669-33,1631,7031,7472.02%+44
ASBURY AUTOMOTIVE GROUP INC7,0007,00001,6701,7011.97%+31
ALTA EQUIPMENT GROUP INC209,200209,20001,4101,3681.59%-42
LEGACY HOUSING CORP50,00050,00001,3681,2341.43%-133
CROCS INC(CROX)12,50015,000+2,5001,8101,6431.90%-167
MERCADOLIBRE INC(MELI)50050001,0268500.99%-176
ALIBABA GROUP HLDG LTD(BABA)11,90011,90001,2631,0091.17%-254
CEMEX SAB DE CV(CX)588,000584,300-3,7003,5873,2953.82%-291
YPF SOCIEDAD ANONIMA(YPF)15,0000-15,0003180-318
FULL TRUCK ALLIANCE CO LTD(YMM)487,400373,700-113,7004,3914,0434.69%-348
MONTROSE ENVIRONMENTAL GROUP17,1640-17,1644510-451
BLUELINX HLDGS INC9,2265,000-4,2269735110.59%-462
EXTREME NETWORKS(EXTR)85,00046,523-38,4771,2787790.90%-499
NEW ORIENTAL ED & TECHNOLOGY(EDU)7,4000-7,4005610-561
I3 VERTICALS INC35,0000-35,0007460-746
GRUPO AEROPUERTO DEL PACIFIC(PAC)15,16010,550-4,6102,6381,8462.14%-792
GRIFFON CORP(GFF)62,50050,000-12,5004,3753,5644.13%-811
KANZHUN LIMITED(BZ)104,17265,272-38,9001,8089011.04%-908
H WORLD GROUP LTD(HTHT)64,99443,394-21,6002,4181,4331.66%-984
COCA-COLA FEMSA SAB DE CV(KOF)11,3000-11,3001,0030-1,003
BAIDU INC10,7390-10,7391,1310-1,131
FOMENTO ECONOMICO MEXICANO S(FMX)77,70067,900-9,8007,6705,8056.73%-1,865
PDD HOLDINGS INC(PDD)60,10060,10008,1025,8296.76%-2,273
AMERICA MOVIL SAB DE CV(AMX)413,922216,800-197,1226,7723,1023.60%-3,669
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