Cape Town, T3CIK 15943204 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
53 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mercadolibre Inc | 141.8K | $285.59M | 12.8% | +53.4K | Added |
| 2 | Sea Ltd | 2.24M | $285.19M | 12.8% | +1.25M | Added |
| 3 | Nu Hldgs Ltd | 14.40M | $241.11M | 10.8% | −452.9K | Reduced |
| 4 | Coupang Inc |
| 5.94M |
| $140.04M |
| 6.3% |
| +960.4K |
| Added |
| 5 | Makemytrip Limited Mauritius | 1.25M | $102.76M | 4.6% | +386.1K | Added |
| 6 | Grab Holdings Limited | 18.68M | $93.22M | 4.2% | −6.03M | Reduced |
| 7 | Amazon Com Inc | 362.8K | $83.73M | 3.8% | +46.4K | Added |
| 8 | Lpl Finl Hldgs Inc | 228.3K | $81.53M | 3.7% | +40.3K | Added |
| 9 | Kaspi Kz Jsc | 990.6K | $77.40M | 3.5% | +167.3K | Added |
| 10 | Melco Resorts And Entmnt Ltd | 8.34M | $63.10M | 2.8% | +231.3K | Added |
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