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Francoisg's avatar

I think Uber reduced its stake in Grab to roughly 15% over time

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Wolf of Harcourt Street's avatar

Thanks Francoisg, I must double check this

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Sergey's avatar

Great portfolio!

$MELI are also among my largest and highest-conviction positions.

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Wolf of Harcourt Street's avatar

Thanks you! I sleep very well with 16% of the portfolio in MELI.

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