Latest Arisaig Partners (Asia) Pte Ltd. Stock Portfolio
$154Million
Equity Portfolio Value
Last Reported on: 13 Feb, 2024
About Arisaig Partners (Asia) Pte Ltd. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Arisaig Partners (Asia) Pte Ltd. reported an equity portfolio of $154 Millions as of 31 Dec, 2023.
The top stock holdings of Arisaig Partners (Asia) Pte Ltd. are MELI, SE, BZ. The fund has invested 33.9% of it's portfolio in MERCADOLIBRE INC and 22.6% of portfolio in SEA LTD.
They significantly reduced their stock positions in DESPEGAR COM CORP (DESP), SEA LTD (SE) and BIOCERES CROP SOLUTIONS CORP (BIOX). The fund showed a lot of confidence in some stocks as they added substantially to KANZHUN LIMITED (BZ).
The top stock holdings of Arisaig Partners (Asia) Pte Ltd. are MELI, SE, BZ. The fund has invested 33.9% of it's portfolio in MERCADOLIBRE INC and 22.6% of portfolio in SEA LTD.
They significantly reduced their stock positions in DESPEGAR COM CORP (DESP), SEA LTD (SE) and BIOCERES CROP SOLUTIONS CORP (BIOX). The fund showed a lot of confidence in some stocks as they added substantially to KANZHUN LIMITED (BZ).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| KANZHUN LIMITED | 102 |
Additions to existing portfolio by Arisaig Partners (Asia) Pte Ltd.
Reductions
| Ticker | % Reduced |
|---|---|
| DESPEGAR COM CORP | -43.66 |
| SEA LTD | -35.97 |
| BIOCERES CROP SOLUTIONS CORP | -34.73 |
| AFYA LTD | -31.96 |
| PAGSEGURO DIGITAL LTD | -21.39 |
| MERCADOLIBRE INC | -15.1 |
Arisaig Partners (Asia) Pte Ltd. reduced stake in above stock
Sold off
Current Stock Holdings of Arisaig Partners (Asia) Pte Ltd.
Last Reported on: 13 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AFYA | AFYA LTD | 2.55 | 179,314 | 3,932,360 | REDUCED | -31.96 | |
| BIOX | BIOCERES CROP SOLUTIONS CORP | 1.55 | 173,597 | 2,383,490 | REDUCED | -34.73 | |
| BZ | KANZHUN LIMITED | 20.48 | 1,898,780 | 31,538,800 | ADDED | 102 | |
| DESP | DESPEGAR COM CORP | 12.75 | 2,076,480 | 19,643,500 | REDUCED | -43.66 | |
| MELI | MERCADOLIBRE INC | 33.87 | 33,190 | 52,159,400 | REDUCED | -15.1 | |
| PAGS | PAGSEGURO DIGITAL LTD | 1.04 | 127,982 | 1,595,940 | REDUCED | -21.39 | |
| SE | SEA LTD | 22.63 | 860,459 | 34,848,600 | REDUCED | -35.97 | |
| IHUMAN INC | 5.14 | 2,578,000 | 7,914,460 | UNCHANGED | 0.00 |