$728 Million is the total value of Arisaig Partners (Asia) Pte Ltd.'s 23 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | Buy | SEA LTDsponsord ads | $381,670,000 | +24.9% | 3,091,942 | +126.3% | 52.40% | +1.5% |
| MELI | Buy | MERCADOLIBRE INC | $209,572,000 | +79.5% | 173,220 | +100.0% | 28.77% | +45.8% |
| DESP | DESPEGAR COM CORP | $53,339,000 | +23.6% | 4,408,209 | 0.0% | 7.32% | +0.4% | |
| ARCE | Sell | ARCO PLATFORM LTD | $46,699,000 | -3.3% | 2,283,564 | -1.3% | 6.41% | -21.5% |
| Buy | IHUMAN INC | $10,672,000 | +47.9% | 5,155,998 | +100.0% | 1.46% | +20.1% | |
| YNDX | Sell | YANDEX N V | $9,935,000 | -81.0% | 524,545 | -39.2% | 1.36% | -84.5% |
| AFYA | Buy | AFYA LTD | $7,799,000 | +251.1% | 556,219 | +293.4% | 1.07% | +185.6% |
| PAGS | Buy | PAGSEGURO DIGITAL LTD | $4,178,000 | +21.8% | 208,633 | +59.4% | 0.57% | -1.0% |
| BIOX | Sell | BIOCERES CROP SOLUTIONS CORP | $3,239,000 | -20.8% | 248,783 | -13.9% | 0.44% | -35.6% |
| HHR | Sell | HEADHUNTER GROUP PLCsponsored ads | $1,229,000 | -85.9% | 81,790 | -52.0% | 0.17% | -88.5% |
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:
Signatures
The EDGAR filing(s) were signed by:
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.