$166 Million is the total value of Arisaig Partners (Asia) Pte Ltd.'s 14 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 25.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | Buy | SEA LTDsponsord ads | $59,060,537 | -22.4% | 1,343,812 | +2.5% | 35.60% | -2.4% |
| MELI | Sell | MERCADOLIBRE INC | $49,567,768 | -14.8% | 39,095 | -20.4% | 29.88% | +7.1% |
| DESP | Sell | DESPEGAR COM CORP | $26,722,217 | -6.6% | 3,685,823 | -9.1% | 16.11% | +17.5% |
| BZ | New | KANZHUN LIMITEDsponsored ads | $14,206,902 | – | 936,513 | +100.0% | 8.56% | – |
| IHUMAN INC | $7,785,557 | +2.0% | 2,577,999 | 0.0% | 4.69% | +28.3% | ||
| AFYA | Sell | AFYA LTD | $4,164,169 | -24.5% | 263,555 | -32.9% | 2.51% | -5.1% |
| BIOX | BIOCERES CROP SOLUTIONS CORP | $3,002,948 | -15.5% | 265,983 | 0.0% | 1.81% | +6.2% | |
| PAGS | PAGSEGURO DIGITAL LTD | $1,401,820 | -8.8% | 162,813 | 0.0% | 0.84% | +14.7% | |
| ARCE | Exit | ARCO PLATFORM LTD | $0 | – | -2,264,964 | -100.0% | -13.18% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SEA LTD | 8 | Q3 2023 | 52.4% |
| MERCADOLIBRE INC | 8 | Q3 2023 | 29.9% |
| DESPEGAR COM CORP | 8 | Q3 2023 | 16.1% |
| IHUMAN INC | 8 | Q3 2023 | 4.7% |
| AFYA LTD | 8 | Q3 2023 | 3.3% |
| BIOCERES CROP SOLUTIONS CORP | 8 | Q3 2023 | 1.8% |
| PAGSEGURO DIGITAL LTD | 8 | Q3 2023 | 1.1% |
| ARCO PLATFORM LTD | 7 | Q2 2023 | 14.1% |
| YANDEX N V | 2 | Q1 2022 | 8.8% |
| HEADHUNTER GROUP PLC | 2 | Q1 2022 | 1.5% |
View Arisaig Partners (Asia) Pte Ltd.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Arco Platform Ltd. | February 14, 2023 | 2,264,964 | 7.7% |
| Despegar.com, Corp. | February 14, 2023 | 4,056,300 | 5.7% |
| iHuman Inc. | February 14, 2023 | 12,889,995 | 10.5% |
View Arisaig Partners (Asia) Pte Ltd.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| SCHEDULE 13G/A | 2024-02-08 |
| SCHEDULE 13G/A | 2024-02-08 |
| SCHEDULE 13G/A | 2024-02-08 |
| SCHEDULE 13G/A | 2024-02-07 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-02-14 |
| SC 13G/A | 2023-02-14 |
View Arisaig Partners (Asia) Pte Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.