Q1 2014 Holdings
Filed 2014-05-15 | 14 holdings | $802.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $321.4K | 9,301,496 | 40.0% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $189.3K | 3,755,166 | 23.6% |
| Sohu COM Inc | COM | 83408W103 | $107.4K | 1,650,727 | 13.4% |
| Melco Crown Entmt LTD(MLCO) | ADR | 585464100 | $51.2K | 1,324,635 | 6.4% |
| Yahoo Inc | COM | 984332106 | $41.6K | 1,158,732 | 5.2% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $23.6K | 154,850 | 2.9% |
| Qunar Cayman IS LTD | SPNS ADR CL B | 74906P104 | $18.4K | 600,000 | 2.3% |
| Changyou COM LTD | ADS REP CL A | 15911M107 | $13.5K | 457,700 | 1.7% |
| Sungy Mobile LTD | ADR REP ORD A | 86737M100 | $12.6K | 603,665 | 1.6% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $12.4K | 440,654 | 1.5% |
| China Lodging Group LTD | SPONSORED ADR | 16949N109 | $5.4K | 219,878 | 0.7% |
| Bona Film Group LTD | SPONSORED ADS | 09777B107 | $3.1K | 500,000 | 0.4% |
| Bitauto Hldgs LTD(2663134D) | SPONSORED ADS | 091727107 | $2.4K | 66,183 | 0.3% |
| Airmedia Group Inc | SPONSORED ADR | 009411109 | $358 | 150,460 | 0.0% |