Arisaig Partners (Asia) Pte Ltd.

SINGAPORE, U0 · CIK 1798367 · 13F filing filed 2023-08-14

Exempt reporting adviser since 2012 · other (specify)

$208.6m reported value -28.0% vs Q1 2023

8positions

100.0%in top 10

0 new 0 added 4 reduced 0 sold out vs Q1 2023

This report includes the holdings of 2 other managers that share the investment decisions:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SEA LTD SPONSORD ADS SE	SE	1,310,612	$76.1m36.47%	36.47%	Reduced -357.1k	-357,104 -21.4%
2	MERCADOLIBRE INC COM MELI	MELI	49,120	$58.2m27.90%	27.90%	Reduced -9.7k	-9,725 -16.5%
3	DESPEGAR COM CORP ORD SHS DESP	DESP	4,056,300	$28.6m13.71%	13.71%	Unchanged
4	ARCO PLATFORM LTD COM CL A COM CL A		2,264,964	$27.5m13.18%	13.18%	Unchanged
5	IHUMAN INC ADS COMMON IH	IH	2,577,999	$7.6m3.66%	3.66%	Unchanged
6	AFYA LTD CL A COM AFYA	AFYA	392,889	$5.5m2.64%	2.64%	Reduced -53.7k	-53,700 -12.0%
7	BIOCERES CROP SOLUTIONS CORP SHS BIOX	BIOX	265,983	$3.6m1.70%	1.70%	Unchanged
8	PAGSEGURO DIGITAL LTD COM CL A PAGS	PAGS	162,813	$1.5m0.74%	0.74%	Reduced -22.7k	-22,700 -12.2%