$251 Million is the total value of Arisaig Partners (Asia) Pte Ltd.'s 13 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | Sell | SEA LTDsponsord ads | $111,503,000 | -70.8% | 1,667,716 | -46.1% | 44.48% | -15.1% |
| MELI | Sell | MERCADOLIBRE INC | $55,541,000 | -73.5% | 87,210 | -49.7% | 22.16% | -23.0% |
| ARCE | Sell | ARCO PLATFORM LTD | $33,816,000 | -27.6% | 2,264,964 | -0.8% | 13.49% | +110.4% |
| DESP | Sell | DESPEGAR COM CORP | $32,856,000 | -38.4% | 4,056,300 | -8.0% | 13.11% | +79.0% |
| Sell | IHUMAN INC | $6,084,000 | -43.0% | 2,577,999 | -50.0% | 2.43% | +65.7% | |
| AFYA | Sell | AFYA LTD | $5,329,000 | -31.7% | 535,639 | -3.7% | 2.13% | +98.5% |
| BIOX | Buy | BIOCERES CROP SOLUTIONS CORP | $3,646,000 | +12.6% | 265,983 | +6.9% | 1.45% | +226.7% |
| PAGS | Sell | PAGSEGURO DIGITAL LTD | $1,900,000 | -54.5% | 185,513 | -11.1% | 0.76% | +32.1% |
| HHR | Exit | HEADHUNTER GROUP PLCsponsored ads | $0 | – | -81,790 | -100.0% | -0.17% | – |
| YNDX | Exit | YANDEX N V | $0 | – | -524,545 | -100.0% | -1.36% | – |
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 2022-08-15
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.