Disclosed positions
| Sea Limited | SE | ADS | $163,581,810 | 1,707,000 | SH | None |
| Taiwan Semiconductor Manufacturing Co Ltd | TSM | ADS | $64,471,950 | 135,000 | SH | None |
| HDFC Bank Ltd | HDB | ADS | $48,431,250 | 1,875,000 | SH | None |
| Coupang Inc | CPNG | CL A | $31,526,550 | 1,815,000 | SH | None |
| Visa Inc | V | COM CL A | $8,577,250 | 25,000 | SH | None |
| Flutter Entertainment Plc | FLUT | SHS | $2,809,675 | 27,500 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.