CIK: 0001558971
Total reported value
$236.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SE | Sea Ltd-adr | Stock-Comm Services | 28.18% | — | +1.08% | |
| 2 | PAGS | PagSeguro Digital Ltd. | Stock-Other | 24.01% | — | +45.37% | |
| 3 | NFLX | Netflix INC | Stock-Comm Services | 12.60% | — | — | |
| 4 | TMUS | T-mobile US INC | Stock-Comm Services | 11.04% | — | — | |
| 5 | XYZ | Block INC | Stock-Financials | 10.04% | — | — | |
| 6 | GDS | Gds Holdings LTD - Adr | Stock-Other | 6.21% | +23.07% | — | |
| 7 | ARCO | Arcos Dorados Holdings Inc. | Stock-Other | 2.83% | — | — | |
| 8 | OPTU | Optimum Communications Inc-a | Stock-Comm Services | 1.56% | — | — | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.81% | — | +99.54% | |
| 10 | MELI | Mercadolibre INC | Stock-Consumer Disc | 0.66% | — | +99.50% | |
| 11 | BIDU | Baidu INC - Spon Adr | Stock-Comm Services | 0.60% | — | +99.54% | |
| 12 | CPNG | Coupang INC | Stock-Consumer Disc | 0.53% | — | +99.17% | |
| 13 | GRAB | Grab Holdings Limited | Stock-Tech | 0.45% | — | — | |
| 14 | YMM | Full Truck Alliance -spn Adr | Stock-Other | 0.28% | — | +98.88% | |
| 15 | STNE | StoneCo Ltd. | Stock-Other | 0.20% | — | +99.15% |