Q3 2023
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | NU HLDGS LTD | $77,144,096 | +39.9% | 10,640,565 | +52.2% | 29.87% | -2.9% | |
| SQ | Buy | BLOCK INCcl a | $40,431,510 | -20.5% | 913,500 | +19.6% | 15.65% | -44.8% |
| SE | New | SEA LTDsponsord ads | $33,629,617 | – | 765,179 | – | 13.02% | – |
| MELI | New | MERCADOLIBRE INC | $5,874,088 | – | 4,633 | – | 2.27% | – |
Q2 2023
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | NU HLDGS LTD | $55,156,623 | – | 6,990,700 | – | 30.75% | – | |
| SQ | New | BLOCK INCcl a | $50,826,195 | – | 763,500 | – | 28.34% | – |
| DLO | New | DLOCAL | $46,433,200 | – | 3,806,000 | – | 25.89% | – |
| COIN | New | COINBASE GLOBAL INC | $26,934,998 | – | 376,450 | – | 15.02% | – |