Q1 2018 Holdings
Filed 2018-05-15 | 48 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $919.3M | 5,472,259 | 72.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $285.3M | 1,554,320 | 22.5% |
| Bilibili Inc(BILI) | ADS REP SHS Z | 090040106 | $46.8M | 4,250,000 | 3.7% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $6.6M | 425,000 | 0.5% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $5.4M | 17,483 | 0.4% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $1.4M | 35,112,175 | 0.1% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $443.3K | 5,550,451 | 0.0% |
| Enstar Group Limited | SHS | G3075P101 | $410.0K | 1,950,218 | 0.0% |
| Melco Resort Entertainment L(MLCO) | ADR | 585464100 | $241.3K | 8,326,314 | 0.0% |
| Sina Corp | ORD | G81477104 | $172.4K | 1,653,197 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $166.9K | 10,730,800 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $147.3K | 3,529,264 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $125.8K | 448,637 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $125.5K | 1,368,449 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $124.7K | 1,028,470 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $120.2K | 2,602,346 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $96.3K | 6,067,841 | 0.0% |
| TAL ED Group(TAL) | SPONSORED ADS | 874080104 | $89.9K | 2,423,113 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $78.1K | 264,450 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $67.0K | 1,638,057 | 0.0% |
| Bright Scholar ED Hldgs LTD(BEDUUSD) | SPONSORED ADS | 109199109 | $66.4K | 4,300,000 | 0.0% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $56.7K | 538,906 | 0.0% |
| Ikang Healthcare Group Inc | SPONSORED ADR | 45174L108 | $55.6K | 2,784,443 | 0.0% |
| China Biologic Prods Hldgs I | COM | G21515104 | $50.1K | 618,391 | 0.0% |
| Line Corp | SPONSORED ADR | 53567X101 | $41.2K | 1,054,863 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $37.0K | 758,340 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $31.6K | 1,428,571 | 0.0% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $27.4K | 700,000 | 0.0% |
| G1 Therapeutics Inc(GTHXEUR) | COM | 3621LQ109 | $25.9K | 699,431 | 0.0% |
| Sohu COM Inc | COM | 83408W103 | $24.8K | 802,034 | 0.0% |
| Tigenix | SPONSORED ADS | 88675R109 | $20.7K | 483,870 | 0.0% |
| SEA LTD(SE) | ADR | 81141R100 | $16.3K | 1,444,396 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $15.3K | 51 | 0.0% |
| Liberty Global PLC | SHS CL C | G5480U120 | $15.0K | 492,895 | 0.0% |
| Moodys Corp(MCO) | COM | 615369105 | $14.5K | 89,949 | 0.0% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $14.2K | 271,826 | 0.0% |
| Cigna Corporation | COM | 125509109 | $9.4K | 56,117 | 0.0% |
| Verisign Inc(VRSN) | COM | 92343E102 | $9.0K | 75,711 | 0.0% |
| Fang Hldgs LTD | ADR | 30711Y102 | $7.7K | 1,500,000 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $6.4K | 33,380 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $5.5K | 51,871 | 0.0% |
| Greentree Hospitalty Group L(GHG) | SPONSORED ADS | 39579V100 | $5.4K | 425,000 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $4.7K | 24,387 | 0.0% |
| Proteostasis Therapeutics in | COM | 74373B109 | $4.1K | 865,923 | 0.0% |
| Nabriva Therapeutics PLC | SHS | G63637105 | $4.0K | 802,174 | 0.0% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $2.9K | 69,698 | 0.0% |
| Tesaro Inc | COM | 881569107 | $2.1K | 37,100 | 0.0% |
| Solid Biosciences Inc | COM | 83422E105 | $525 | 70,000 | 0.0% |