| Stock | Ownership Trend | Portfolio % | Prev Q % | Q4 2023 Value | Q4 2023 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| DDADA NEXUS LTD | 54.5% | 44.14% | $35.8M | 10.8M | $54.7M | 12.3M | -1.5M-12.22% | Reduce | |
 | 32.89% | — | $21.6M | 3.1M | $0 | 0 | +3.1M | New Buy | |
| HHDFC BANK LTDHDB | 10.23% | — | $6.7M | 100,115 | $0 | 0 | +100,115 | New Buy | |
 | 2.37% | 35.45% | $1.6M | 462,578 | $43.9M | 12.4M | -11.9M-96.27% | Reduce |
