Arisaig Partners (Asia) Pte Ltd.
Follow13F filer, CIK 1798367, SINGAPORE, Singapore
Arisaig Partners (Asia) Pte Ltd. reported $219,496,235 across 8 holdings for the quarter ended 2022-12-31, in a 13F-HR filed 2023-02-14.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-23-001277
- Period
- 2022-12-31
- Reported value
- $219M
- Holdings
- 8
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MELIadded | +810 | $702K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AFYAreduced | -89,050 | -$1.43M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2022
Share positions as resolved from 13F-HR 0000919574-23-001277, largest first. % of portfolio is the value over $219,496,235, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| SESEA LTD | 1,667,716 | $88.1M | 40.12% | 0 | Timeline | ||
| MELIMERCADOLIBRE INC | 71,420 | $61.9M | 28.19% | +810 | Timeline | ||
| ARCO PLATFORM LTDARCO PLATFORM LTD | 2,264,964 | $31M | 14.14% | 0 | |||
| DESPEGAR COM CORPDESPEGAR COM CORP | 4,056,300 | $20.2M | 9.2% | 0 | |||
| AFYAAFYA LTD | 446,589 | $7.18M | 3.27% | -89,050 | Timeline | ||
| IHIHUMAN INC | 2,577,999 | $6.29M | 2.87% | 0 | Timeline | ||
| BIOXBIOCERES CROP SOLUTIONS CORP | 265,983 | $3.24M | 1.48% | 0 | Timeline | ||
| PAGSPAGSEGURO DIGITAL LTD | 185,513 | $1.61M | 0.73% | 0 | Timeline |
How Q4 2022 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000919574-23-001277 | base | 2023-02-14 | acceptance time not in the bulk data set |