+19
New
-1
Exited
49
Positions
| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Tencent Holdings Limited | N/A | Jul 2024 | 204,427 | -6,245,493 | $12.6M | +95.0% | 11.00% | EC |
| 2 | META PLATFORMS, INC. | 30303M102 | Jul 2024 | 18,796 | -5,619 | $10.3M | -11.0% | 9.03% | EC |
| 3 | NAVER Corporation | N/A | Jul 2024 | 68,313 | New | $9.6M | — | 8.43% | EC |
| 4 | SPOTIFY TECHNOLOGY S.A. | L8681T102 | Jul 2024 | 14,045 | -5,392 | $8.6M | +29.0% | 7.54% | EC |
| 5 | KUAISHOU TECHNOLOGY | N/A | Jul 2024 | 1,262,888 | New | $8.4M | — | 7.35% | EC |
| 6 | PINTEREST, INC. | 72352L106 | Jul 2024 | 284,485 | -31,785 | $7.2M | -28.7% | 6.30% | EC |
| 7 | NETEASE, INC. | 64110W102 | Jul 2024 | 64,604 | +528 | $6.9M | +17.2% | 6.05% | EC |
| 8 | ALPHABET INC. | 02079K305 | Jul 2024 | 31,615 | -5,912 | $5.0M | -22.0% | 4.39% | EC |
| 9 | BAIDU, INC. | 056752108 | Jul 2024 | 55,922 | -4,313 | $4.9M | -7.9% | 4.30% | EC |
| 10 | TENCENT MUSIC ENTERTAINMENT GROUP | 88034P109 | Jul 2024 | 350,897 | -63,730 | $4.7M | -19.9% | 4.12% | EC |
| 11 | REDDIT INC. | 75734B100 | Jul 2024 | 35,599 | +17,950 | $4.1M | +286.4% | 3.63% | EC |
| 12 | SNAP INC. | 83304A106 | Jul 2024 | 504,192 | -58,452 | $4.0M | -46.4% | 3.51% | EC |
| 13 | Kakao Corp. | N/A | Jul 2024 | 142,470 | New | $3.8M | — | 3.35% | EC |
| 14 | MATCH GROUP, INC. | 57667L107 | Jul 2024 | 122,703 | -52,415 | $3.6M | -45.5% | 3.18% | EC |
| 15 | NEXON Co., Ltd. | N/A | Jul 2024 | 192,694 | New | $3.0M | — | 2.65% | EC |
| 16 | BNYREPOS | BNYREPOS | Jul 2024 | 2,719,064 | New | $2.7M | — | 2.38% | RA |
| 17 | BILIBILI INC. | 090040106 | Jul 2024 | 136,428 | -25,334 | $2.4M | -2.6% | 2.09% | EC |
| 18 | Life360 Inc | N/A | Jul 2024 | 96,130 | New | $1.3M | — | 1.18% | EC |
| 19 | IAC INC. | 44891N208 | Jul 2024 | 35,962 | -13,273 | $1.3M | -51.7% | 1.10% | EC |
| 20 | YELP INC. | 985817105 | Jul 2024 | 30,949 | -11,934 | $1.1M | -30.5% | 0.95% | EC |
| 21 | Kakaku.com Inc | N/A | Jul 2024 | 57,847 | New | $1.0M | — | 0.90% | EC |
| 22 | MEITU, INC. | N/A | Jul 2024 | 1,353,200 | New | $955K | — | 0.83% | EC |
| 23 | DeNA Co., Ltd. | N/A | Jul 2024 | 34,896 | New | $943K | — | 0.82% | EC |
| 24 | Trump Media & Technology Group Corp | 25400Q105 | Jul 2024 | 35,864 | +10,711 | $880K | +21.7% | 0.77% | EC |
| 25 | United Internet AG | N/A | Jul 2024 | 37,455 | New | $847K | — | 0.74% | EC |
| 26 | JOYY INC. | 46591M109 | Jul 2024 | 16,071 | -2,266 | $661K | +8.4% | 0.58% | EC |
| 27 | Sprout Social Inc | 85209W109 | Jul 2024 | 23,233 | -8,067 | $486K | -60.3% | 0.42% | EC |
| 28 | Trustpilot Group PLC | N/A | Jul 2024 | 157,819 | New | $472K | — | 0.41% | EC |
| 29 | Sprinklr Inc | 85208T107 | Jul 2024 | 49,029 | -28,731 | $377K | -50.7% | 0.33% | EC |
| 30 | Hello Group Inc. | 423403104 | Jul 2024 | 64,150 | -29,756 | $366K | -42.2% | 0.32% | EC |
| 31 | FIVERR INTERNATIONAL LTD | M4R82T106 | Jul 2024 | 14,140 | -7,741 | $360K | -37.0% | 0.31% | EC |
| 32 | MIXI, Inc. | N/A | Jul 2024 | 15,989 | New | $355K | — | 0.31% | EC |
| 33 | Newborn Town Inc | N/A | Jul 2024 | 330,300 | New | $348K | — | 0.30% | EC |
| 34 | VIMEO, INC. | 92719V100 | Jul 2024 | 67,769 | -25,705 | $342K | -9.1% | 0.30% | EC |
| 35 | Yalla Group Ltd | 98459U103 | Jul 2024 | 42,377 | -22,692 | $325K | +16.4% | 0.28% | EC |
| 36 | WEIBO CORPORATION | 948596101 | Jul 2024 | 39,902 | -13,060 | $323K | -21.0% | 0.28% | EC |
| 37 | Grindr Inc | 39854F101 | Jul 2024 | 14,283 | +7,443 | $314K | +294.5% | 0.27% | EC |
| 38 | Rumble Inc | 78137L105 | Jul 2024 | 35,194 | -4,641 | $272K | +7.9% | 0.24% | EC |
| 39 | ANGI INC. | 00183L201 | Apr 2025 | 22,341 | New | $256K | — | 0.22% | EC |
| 40 | SOOP CO., LTD. | N/A | Jul 2024 | 3,590 | New | $207K | — | 0.18% | EC |
| 41 | GROUPON, INC. | 399473206 | Jul 2024 | 10,072 | -3,447 | $183K | +1.9% | 0.16% | EC |
| 42 | BUMBLE INC. | 12047B105 | Jul 2024 | 43,386 | -17,104 | $183K | -67.6% | 0.16% | EC |
| 43 | HUYA Inc. | 44852D108 | Jul 2024 | 37,017 | -19,635 | $139K | -42.3% | 0.12% | EC |
| 44 | Nextdoor Holdings Inc | 65345M108 | Jul 2024 | 77,342 | -24,224 | $114K | -60.6% | 0.10% | EC |
| 45 | Com2uSCorporation | N/A | Jul 2024 | 3,737 | New | $103K | — | 0.09% | EC |
| 46 | giftee Inc. | N/A | Jul 2024 | 9,024 | New | $98K | — | 0.09% | EC |
| 47 | GREE Holdings, Inc. | N/A | Jul 2024 | 25,637 | New | $97K | — | 0.08% | EC |
| 48 | Douyu International Holdings Ltd | 25985W204 | Apr 2025 | 6,347 | New | $47K | — | 0.04% | EC |
| ✕ | ANGI INC. | 00183L102 | — | 41,943 | Exited | $0.1M | — | — | — |