Q4 2017 Holdings
Filed 2018-02-14 | 45 holdings | $919.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $517.1M | 2,999,020 | 56.2% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $380.8M | 3,896,782 | 41.4% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $16.7M | 49,603 | 1.8% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $2.0M | 49,086,480 | 0.2% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $397.2K | 5,550,451 | 0.0% |
| Enstar Group Limited | SHS | G3075P101 | $391.5K | 1,950,218 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $304.9K | 7,123,081 | 0.0% |
| TAL ED Group(TAL) | SPONSORED ADS | 874080104 | $260.1K | 8,753,599 | 0.0% |
| Melco Resort Entertainment L(MLCO) | ADR | 585464100 | $259.2K | 8,926,546 | 0.0% |
| Sina Corp | ORD | G81477104 | $162.5K | 1,619,689 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $154.8K | 448,637 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $113.1K | 2,386,196 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $109.4K | 7,485,341 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $103.2K | 1,368,449 | 0.0% |
| Bright Scholar ED Hldgs LTD(BEDUUSD) | SPONSORED ADS | 109199109 | $80.3K | 4,300,000 | 0.0% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $60.9K | 538,906 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $56.4K | 1,638,057 | 0.0% |
| Momo Inc | ADR | 60879B107 | $53.2K | 2,173,457 | 0.0% |
| China Biologic Prods Hldgs I | COM | G21515104 | $48.7K | 618,391 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $46.3K | 3,949,523 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $31.0K | 1,428,571 | 0.0% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $29.7K | 700,000 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $26.9K | 1,119,000 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $23.6K | 122,700 | 0.0% |
| Liberty Global PLC | SHS CL C | G5480U120 | $22.2K | 657,444 | 0.0% |
| Ikang Healthcare Group Inc | SPONSORED ADR | 45174L108 | $19.9K | 1,260,798 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $19.7K | 469,000 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $19.0K | 64 | 0.0% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $17.5K | 339,782 | 0.0% |
| Line Corp | SPONSORED ADR | 53567X101 | $13.8K | 336,800 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $13.5K | 11,562 | 0.0% |
| Verisign Inc(VRSN) | COM | 92343E102 | $13.4K | 117,264 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $13.3K | 89,949 | 0.0% |
| Tigenix | SPONSORED ADS | 88675R109 | $11.1K | 483,870 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $9.9K | 58,187 | 0.0% |
| Cameco Corp(CCJ) | COM | 13321L108 | $9.5K | 1,025,700 | 0.0% |
| G1 Therapeutics Inc(GTHXEUR) | COM | 3621LQ109 | $8.9K | 450,000 | 0.0% |
| Fang Hldgs LTD | ADR | 30711Y102 | $8.4K | 1,500,000 | 0.0% |
| Clearside Biomedical Inc(CLSDUSD) | COM | 185063104 | $6.6K | 944,202 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $6.5K | 41,725 | 0.0% |
| Proteostasis Therapeutics in | COM | 74373B109 | $5.0K | 865,923 | 0.0% |
| Nabriva Therapeutics PLC | SHS | G63637105 | $4.8K | 802,174 | 0.0% |
| Tesaro Inc | COM | 881569107 | $3.1K | 37,100 | 0.0% |
| Priceline GRP Inc | COM NEW | 741503403 | $2.4K | 1,367 | 0.0% |
| Syndax Pharmaceuticals Inc(SNDX) | COM | 87164F105 | $1.8K | 203,915 | 0.0% |