Q4 2019 Holdings
Filed 2020-02-14 | 54 holdings | $2.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $907.1M | 5,472,259 | 37.9% |
| Align Technology Inc(ALGN) | COM | 016255101 | $656.7M | 2,353,591 | 27.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $419.9M | 1,979,716 | 17.6% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $190.2M | 10,215,355 | 8.0% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $153.8M | 4,388,690 | 6.4% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $35.1M | 855,308 | 1.5% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $8.0M | 50,000 | 0.3% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $7.7M | 767,128 | 0.3% |
| Affiliated Managers Group in(AMG) | COM | 008252108 | $6.0M | 71,345 | 0.3% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $985.7K | 46,694,629 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $552.6K | 11,465,202 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $470.6K | 6,916,078 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $461.0K | 15,501,624 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $419.4K | 11,905,028 | 0.0% |
| Enstar Group Limited | SHS | G3075P101 | $361.6K | 1,747,840 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $330.1K | 8,729,366 | 0.0% |
| China Biologic Prods Hldgs I | COM | G21515104 | $320.2K | 2,751,200 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $172.9K | 4,300,000 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $169.7K | 3,955,787 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $143.2K | 4,678,289 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $140.3K | 2,546,564 | 0.0% |
| Viela BIO Inc(VIE) | COM | 926613100 | $124.7K | 4,591,176 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $120.5K | 1,504,599 | 0.0% |
| Gossamer BIO Inc(GOSS) | COM | 38341P102 | $92.4K | 5,911,541 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $73.1K | 603,208 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $72.9K | 4,465,885 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $71.1K | 975,987 | 0.0% |
| Nextcure Inc | COM | 65343E108 | $59.3K | 1,053,570 | 0.0% |
| Line Corp | SPONSORED ADR | 53567X101 | $55.0K | 1,121,357 | 0.0% |
| Melco Resorts and Entmt LTD(MLCO) | ADR | 585464100 | $53.1K | 2,197,850 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $44.1K | 136,400 | 0.0% |
| Bright Scholar ED Hldgs LTD(BEDUUSD) | SPONSORED ADS | 109199109 | $35.2K | 3,985,797 | 0.0% |
| Genmab A S(GMAB) | SPONSORED ADS | 372303206 | $33.5K | 1,500,000 | 0.0% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $33.2K | 798,001 | 0.0% |
| Smiledirectclub Inc(SDCCQ) | CL A COM | 83192H106 | $25.3K | 2,898,086 | 0.0% |
| G1 Therapeutics Inc(GTHXEUR) | COM | 3621LQ109 | $25.1K | 949,431 | 0.0% |
| Mogu Inc | SPON ADS | 608012100 | $23.8K | 10,446,970 | 0.0% |
| Kiniksa Pharmaceuticals LTD | COM CL A | G5269C101 | $21.0K | 1,895,888 | 0.0% |
| Akero Therapeutics Inc(AKRO) | COM | 00973Y108 | $19.8K | 891,201 | 0.0% |
| Regenxbio Inc(RGNX) | COM | 75901B107 | $18.7K | 456,000 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $17.6K | 200,000 | 0.0% |
| Uxin LTD | ADS | 91818X108 | $16.4K | 7,244,341 | 0.0% |
| IGM Biosciences Inc(1K0) | COM | 449585108 | $13.4K | 350,000 | 0.0% |
| Hookipa Pharma Inc | COM | 43906K100 | $11.5K | 943,254 | 0.0% |
| Eidos Therapeutics Inc(EIDXGBP) | COM | 28249H104 | $10.3K | 178,600 | 0.0% |
| Sohu COM LTD(SOHU) | SPONSORED ADS | 83410S108 | $9.0K | 802,034 | 0.0% |
| China Jo-Jo Drugstores Inc | COM NEW | 16949A206 | $8.8K | 4,840,000 | 0.0% |
| Merus N V | COM | N5749R100 | $8.4K | 600,000 | 0.0% |
| 10X Genomics Inc(TXG) | CL A COM | 88025U109 | $5.7K | 75,000 | 0.0% |
| Tcr2 Therapeutics Inc | COM | 87808K106 | $4.6K | 322,903 | 0.0% |