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Q3 2026 13F filing
Updated 16 days ago24 disclosed positions worth $496.8M
Portfolio value
$496.8M
Total holdings
24
New positions
5
Closed positions
0
Increased
3
Decreased
8
Turnover
20.8%
Filed
2026-10-20
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STONECO LTD | $66.1M | 5.70M | 13.31% | Added(+62.4%) |
| 2 | P PAGSEGURO DIGITAL LTD | $65.5M | 6.13M | 13.19% | Added(+24.7%) |
| 3 | A ACM RESH INC | $51.8M | 731.4K | 10.42% | Trimmed(-2.3%) |
| 4 | J JD.COM INC | $51.8M | 1.92M | 10.42% | Trimmed(-2.2%) |
| 5 | E EPAM SYS INC | $47.6M | 417.9K | 9.58% | — |
| 6 | B B2GOLD CORP | $36.9M | 7.21M | 7.43% | — |
| 7 | Y FULL TRUCK ALLIANCE CO LTD | $25.3M | 3.04M | 5.09% | Trimmed(-2.0%) |
| 8 | A AUTOHOME INC | $24.7M | 1.21M | 4.98% | Trimmed(-1.6%) |
| 9 | B BAIDU INC | $23.3M | 277.6K | 4.69% | Trimmed(-2.0%) |
| 10 | C CANADIAN SOLAR INC | $23M | 2.09M | 4.63% | Trimmed(-1.6%) |
| 11 | W WEIBO CORP | $18.5M | 2.87M | 3.72% | Trimmed(-1.9%) |
| 12 | D DAQO NEW ENERGY CORP | $18.1M | 1.69M | 3.64% | Trimmed(-1.7%) |
| 13 | H HIMAX TECHNOLOGIES INC | $9.2M | 697.0K | 1.86% | Unchanged |
| 14 | D DXC TECHNOLOGY CO | $8.5M | 688.3K | 1.71% | — |
| 15 | G GLOBANT S A | $8.4M | 227.4K | 1.70% | — |
| 16 | ? N/A TUYA INC | $5M | 2.96M | 1.01% | Unchanged |
| 17 | M HELLO GROUP INC | $3.9M | 835.1K | 0.79% | Unchanged |
| 18 | G GALIANO GOLD INC | $3.9M | 1.83M | 0.78% | Unchanged |
| 19 | P ABRDN PLATINUM ETF TRUST | $3.6M | 243.4K | 0.73% | Unchanged |
| 20 | ? N/A DBX ETF TR | $745K | 23.2K | 0.15% | Unchanged |
| 21 | B BAOZUN INC | $506K | 155.6K | 0.10% | Added(+158.4%) |
| 22 | Y YUANBAO INC | $221K | 18.0K | 0.04% | — |
| 23 | M MAGNACHIP SEMICONDUCTOR CORP | $189K | 59.8K | 0.04% | Unchanged |
| 24 | C CANAAN INC | $22K | 74.4K | 0.00% | Unchanged |