|
MMYT
|
US |
MAKEMYTRIP LTD |
234,820 |
$26M |
9.99% |
-10.6%
|
- |
|
MELI
|
US |
MERCADOLIBRE INC |
15,393 |
$26M |
9.91% |
11.6%
|
- |
|
SE
|
US |
SEA LTD-ADR |
216,700 |
$23M |
8.71% |
18.7%
|
- |
|
TCOM
|
US |
TRIP.COM GROUP LTD-ADR |
333,240 |
$23M |
8.67% |
-8.9%
|
- |
|
GRAB
|
US |
GRAB HOLDINGS LTD - CL A |
4,162,100 |
$20M |
7.44% |
100.0%
|
- |
|
IBN
|
US |
ICICI BANK LTD-SPON ADR |
512,480 |
$15M |
5.80% |
-9.5%
|
- |
|
BABA
|
US |
ALIBABA GROUP HOLDING-SP ADR |
150,900 |
$13M |
4.85% |
100.0%
|
- |
|
ANET
|
US |
ARISTA NETWORKS INC |
51,600 |
$6M |
2.16% |
279.4%
|
- |
|
FIX
|
US |
COMFORT SYSTEMS USA INC |
13,300 |
$6M |
2.14% |
-24.9%
|
- |
|
IDCC
|
US |
INTERDIGITAL INC |
27,900 |
$5M |
2.05% |
-3.8%
|
- |
|
AXON
|
US |
AXON ENTERPRISE INC |
9,100 |
$5M |
2.05% |
-38.9%
|
- |
|
AVGO
|
US |
BROADCOM INC |
22,400 |
$5M |
1.97% |
-29.3%
|
- |
|
ROAD
|
US |
CONSTRUCTION PARTNERS INC-A |
52,700 |
$5M |
1.77% |
-16.6%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
7,700 |
$5M |
1.71% |
-1.3%
|
- |
|
BSX
|
US |
BOSTON SCIENTIFIC CORP |
50,600 |
$5M |
1.71% |
2.8%
|
- |
|
SPOT
|
US |
SPOTIFY TECHNOLOGY SA |
10,000 |
$4M |
1.69% |
3.1%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
900 |
$4M |
1.69% |
-
|
- |
|
NFLX
|
US |
NETFLIX INC |
5,000 |
$4M |
1.69% |
4.2%
|
- |
|
INTU
|
US |
INTUIT INC |
8,300 |
$4M |
1.64% |
2.5%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
31,400 |
$4M |
1.60% |
-3.7%
|
- |