Wow! I didn't expect this since Eashwar Krishnan is a veteran manager and ex-Lone Pine.
The fund's largest positions as of Q3 are
- $SE
- $MELI
- $PDD
- $BEKE
- $SNOW
The Hong-Kong based firm plans on shifting to a long only strategy and will continue private investments.
Here is a writeup I published on Tybourne during Q2: