| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | 842,969 | SE, NBIS, NU, U | 13F-HR | 8/14/2026 | 000090266426003508 |
| Q1 2026 | 9 | 701,526 | SE, NBIS, NU, PDD | 13F-HR | 5/15/2026 | 000090266426002521 |
| Q4 2025 | 9 | 750,725 | SE, NU, NBIS, PDD | 13F-HR | 2/17/2026 | 000090266426001139 |
| Q3 2025 | 7 | 941,770 | SE, NU, NBIS, PDD | 13F-HR | 11/14/2025 | 000090266425004977 |
| Q2 2025 | 6 | 813,670 | SE, NBIS, NU, RBLX | 13F-HR | 8/14/2025 | 000090266425003671 |
| Q1 2025 | 8 | 764,425 | SE, PDD, NBIS, NU | 13F-HR | 5/15/2025 | 000090266425002400 |
| Q4 2024 | 8 | 742,282 | SE, BABA calls, NBIS, NU | 13F-HR | 2/14/2025 | 000090266425001049 |
| Q3 2024 | 8 | 687,835 | SE, BABA calls, NU, PDD | 13F-HR | 11/14/2024 | 000090266424006600 |
| Q2 2024 | 7 | 569,070 | SE, BABA calls, NU, PDD | 13F-HR | 8/14/2024 | 000090266424005138 |
| Q1 2024 | 6 | 482,881 | SE, NU, PDD, RBLX | 13F-HR | 5/15/2024 | 000090266424003588 |
| Q4 2023 | 6 | 405,970 | SE, PDD, NU, STNE | 13F-HR | 2/14/2024 | 000090266424001646 |
| Q3 2023 | 6 | 387,115 | SE, NU, PDD, CPNG | 13F-HR | 11/14/2023 | 000090266423005497 |
| Q2 2023 | 5 | 371,570 | SE, NU, STNE, CPNG | 13F-HR | 8/14/2023 | 000090266423004417 |
| Q1 2023 | 4 | 435,199 | SE, NU, STNE, PDD | 13F-HR | 5/15/2023 | 000090266423003062 |
| Q4 2022 | 4 | 314,665 | SE, STNE, PDD, NU | 13F-HR | 2/14/2023 | 000090266423001743 |
| Q3 2022 | 4 | 334,323 | SE, STNE, PDD, NU | 13F-HR | 11/14/2022 | 000090266422004889 |
| Q2 2022 | 3 | 302,913 | SE, STNE, NU | 13F-HR | 8/15/2022 | 000090266422003988 |
| Q1 2022 | 2 | 445,863 | SE, STNE | 13F-HR | 5/16/2022 | 000090266422002988 |
| Q4 2021 | 2 | 858,412 | SE, STNE | 13F-HR | 2/14/2022 | 000090571822000329 |
| Q3 2021 | 2 | 1,148,369 | SE, STNE | 13F-HR | 11/15/2021 | 000090571821001506 |
| Q2 2021 | 2 | 1,012,008 | SE, MELI | 13F-HR | 8/16/2021 | 000090571821001079 |
| Q1 2021 | 3 | 979,250 | SE, MELI, JD | 13F-HR | 5/17/2021 | 000090571821000706 |
| Q4 2020 | 3 | 990,352 | SE, MELI, JD | 13F-HR | 2/16/2021 | 000090571821000272 |
| Q3 2020 | 6 | 854,212 | SE, JD, MELI, STNE | 13F-HR | 11/16/2020 | 000090571820001115 |
| Q2 2020 | 7 | 688,465 | SE, MELI, JD, STNE | 13F-HR | 8/14/2020 | 000090571820000863 |
| Q1 2020 | 7 | 441,986 | SE, NBIS, JD, MELI | 13F-HR | 5/15/2020 | 000090571820000461 |
| Q4 2019 | 8 | 468,017 | SE, NBIS, MELI, WUBA | 13F-HR | 2/14/2020 | 000090571820000205 |
| Q3 2019 | 8 | 376,768 | SE, NBIS, MELI, WUBA | 13F-HR | 11/14/2019 | 000090571819000937 |
| Q2 2019 | 7 | 337,038 | SE, MELI, NBIS, WUBA | 13F-HR | 8/14/2019 | 000090571819000694 |
| Q1 2019 | 7 | 226,926 | SE, MELI, NBIS, WUBA | 13F-HR | 5/15/2019 | 000090571819000463 |
| Q4 2018 | 7 | 156,965 | SE, NBIS, MELI, WUBA | 13F-HR | 2/14/2019 | 000090571819000199 |
| Q3 2018 | 7 | 196,037 | WUBA, SE, NBIS, MELI | 13F-HR | 11/14/2018 | 000090571818000934 |
| Q2 2018 | 7 | 217,923 | WUBA, JD, NBIS, MELI | 13F-HR | 8/14/2018 | 000090571818000755 |
| Q1 2018 | 7 | 226,717 | WUBA, JD, SUPV, NBIS | 13F-HR | 5/15/2018 | 000090571818000508 |
| Q4 2017 | 5 | 157,341 | WUBA, SUPV, JD, NBIS | 13F-HR | 2/14/2018 | 000090571818000221 |
| Q3 2017 | 9 | 172,144 | WUBA, SUPV, JD, ARCO | 13F-HR | 11/14/2017 | 000090571817000962 |
| Q2 2017 | 10 | 156,530 | JD, WUBA, SUPV, CTRP | 13F-HR | 8/14/2017 | 000090571817000777 |
| Q1 2017 | 12 | 168,627 | JD, SUPV, ARCO, WUBA | 13F-HR | 5/15/2017 | 000090571817000567 |
| Q4 2016 | 11 | 133,008 | MELI, JD, SUPV, CTRP | 13F-HR | 2/14/2017 | 000090571817000247 |
| Q3 2016 | 10 | 177,688 | WUBA, BABA, MELI, JD | 13F-HR | 11/15/2016 | 000090571816001761 |
| Q2 2016 | 7 | 127,771 | WUBA, MELI, CTRP, LILA | 13F-HR | 8/15/2016 | 000090571816001625 |
| Q1 2016 | 6 | 150,792 | WUBA, VIPS, LILA, CTRP | 13F-HR | 5/16/2016 | 000090571816001415 |
| Q4 2015 | 5 | 151,810 | QUNR, LILA, WUBA, JD | 13F-HR | 2/16/2016 | 000090571816001225 |