Q2 2013 Holdings
Filed 2013-08-14 | 16 holdings | $652.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $289.7K | 10,153,696 | 44.4% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $122.5K | 3,755,166 | 18.8% |
| Sohu COM Inc | COM | 83408W103 | $67.6K | 1,097,743 | 10.4% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $51.4K | 2,679,427 | 7.9% |
| Yahoo Inc | COM | 984332106 | $29.1K | 1,158,732 | 4.5% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $29.0K | 1,307,497 | 4.4% |
| Pactera Technology Intl LTD | SPONSORED ADR | 695255109 | $24.4K | 3,612,493 | 3.7% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $14.6K | 154,850 | 2.2% |
| Bitauto Hldgs LTD(2663134D) | SPONSORED ADS | 091727107 | $5.6K | 513,550 | 0.9% |
| China Ming Yang Wind PWR GRO | SPONSORED ADR | 16951C108 | $5.3K | 3,153,414 | 0.8% |
| Morgan Stanley China A SH FD(XCAFX) | COM | 617468103 | $4.8K | 247,543 | 0.7% |
| China Lodging Group LTD | SPONSORED ADR | 16949N109 | $3.5K | 219,878 | 0.5% |
| Jiayuan COM Intl LTD | SPONSORED ADR | 477374102 | $2.4K | 453,505 | 0.4% |
| Bona Film Group LTD | SPONSORED ADS | 09777B107 | $2.0K | 500,000 | 0.3% |
| Phoenix New Media LTD | SPONSORED ADS | 71910C103 | $689 | 125,497 | 0.1% |
| Airmedia Group Inc | SPONSORED ADR | 009411109 | $277 | 150,460 | 0.0% |