本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
EMERGING SOVEREIGN GROUP LLC (CIK 1483628) reported $252.1M across 9 reported positions in its SEC 13F filing for 2018-06-30. Largest positions: EDU ($53.5M, 21.23%), TCOM ($51.8M, 20.55%), BABA ($39.8M, 15.80%), NBIS ($34.3M, 13.62%), HDB ($23.8M, 9.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EDU | NEW ORIENTAL ED & TECH GRP I | $53.5M | 21.23% | 565,517 | Trimmed |
| 2 | TCOM | CTRIP COM INTL LTD | $51.8M | 20.55% | 1.1M | Trimmed |
| 3 | BABA | ALIBABA GROUP HLDG LTD | $39.8M | 15.80% | 214,750 | Trimmed |
| 4 | NBIS | YANDEX N V | $34.3M | 13.62% | 956,241 | Trimmed |
| 5 | HDB | HDFC BANK LTD | $23.8M | 9.43% | 226,316 | Added |
| 6 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $19.8M | 7.86% | 548,076 | Added |
| 7 | WUBA | 58 COM INC | $13.1M | 5.21% | 189,459 | Added |
| 8 | JD | JD COM INC | $10.5M | 4.16% | 269,000 | Added |
| 9 | BUD | ANHEUSER BUSCH INBEV SA/NV | $5.4M | 2.14% | 53,467 | Trimmed |
| 10 | BIDU | BAIDU INC | $0 | 0.00% | 0 | Exited |
| 11 | CX | CEMEX SAB DE CV | $0 | 0.00% | 0 | Exited |
| 12 | EEM | ISHARES TR | $0 | 0.00% | 0 | Exited |
| 13 | VIPS | VIPSHOP HLDGS LTD | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2018-06-30