Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
Reported portfolio value by quarter (3 quarters reported)
$6.52M in Q4 2017 → $6.84M now. Hover for any quarter.
As reported for the quarter ended June 30, 2018. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| HB Hdfc Bank Let ADR | 39.9% | Unchanged | 26,000 | $2.73M |
| AG Alibaba Group Holdings ADR | 35.2% | Unchanged | 13,000 | $2.41M |
| BA Baidu Inc ADR | 24.9% | Unchanged | 7,000 | $1.7M |
What changed each quarter, from the filings' own share counts. Largest moves first; most recent 2 quarters.
quarter ended June 30, 2018 · filed July 17, 2018
No position changes this quarter.
quarter ended March 31, 2018 · filed April 27, 2018
No position changes this quarter.
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