CIK: 0001683297
Total reported value
—
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SE | Sea Ltd-adr | Stock-Comm Services | 61.89% | — | -18.79% | |
| 2 | UBER | Uber Technologies INC | Stock-Industrials | 12.45% | — | -17.97% | |
| 3 | HUYA | Huya Inc-adr | Stock-Other | 9.62% | — | +114.11% | |
| 4 | JOYY | Joyy Inc-adr | Stock-Other | 8.78% | — | — | |
| 5 | AXON | Axon Enterprise INC | Stock-Industrials | 5.36% | — | — | |
| 6 | EB4 | Eventbrite Inc-class A | Stock-Other | 0.78% | — | — | |
| 7 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.57% | — | — | |
| 8 | LULU | Lululemon Athletica INC | Stock-Consumer Disc | 0.31% | — | — | |
| 9 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.23% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HUYA | Huya Inc-adr | +1.8% | +114.11% | Add |
| 2 | SE | Sea Ltd-adr | +1.7% | -18.79% | Trim |
| 3 | IBN | Icici Bank Ltd-spon Adr | -0.4% | — | Unchanged |
| 4 | UBER | Uber Technologies INC | -13.6% | -17.97% | Trim |
| 5 | JOYY | Joyy Inc-adr | — | NEW | New buy |
| 6 | AXON | Axon Enterprise INC | — | NEW | New buy |
| 7 | SY | So-young International-adr | — | EXIT | Sold out |
| 8 | TCOM | Trip.com Group Ltd-adr | — | EXIT | Sold out |
| 9 | EB4 | Eventbrite Inc-class A | — | NEW | New buy |
| 10 | LULU | Lululemon Athletica INC | — | NEW | New buy |
| 11 | DECK | Deckers Outdoor CORP | — | NEW | New buy |