Q1 2020 Holdings
Filed 2020-05-15 | 60 holdings | $1.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $673.7M | 5,472,259 | 38.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $385.0M | 1,979,716 | 22.0% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $239.2M | 10,215,355 | 13.7% |
| Align Technology Inc(ALGN) | COM | 016255101 | $185.5M | 1,066,551 | 10.6% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $136.6M | 4,711,604 | 7.8% |
| Beam Therapeutics Inc(BEAM) | COM | 07373V105 | $53.4M | 2,966,403 | 3.1% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $34.5M | 855,308 | 2.0% |
| Affiliated Managers Group in(AMG) | COM | 008252108 | $18.1M | 306,643 | 1.0% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $10.6M | 767,128 | 0.6% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $6.6M | 50,000 | 0.4% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $905.1K | 6,194,437 | 0.1% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $831.2K | 46,694,629 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $537.8K | 19,260,700 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $482.2K | 11,905,028 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $399.7K | 7,505,520 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $314.5K | 8,729,366 | 0.0% |
| China Biologic Prods Hldgs I | COM | G21515104 | $296.9K | 2,751,200 | 0.0% |
| Enstar Group Limited | SHS | G3075P101 | $278.0K | 1,747,840 | 0.0% |
| Viela BIO Inc(VIE) | COM | 926613100 | $174.5K | 4,591,176 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $137.5K | 3,955,787 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $134.7K | 5,028,289 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $127.5K | 2,546,564 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $109.8K | 7,045,054 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $94.3K | 1,613,294 | 0.0% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $90.9K | 3,433,592 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $79.3K | 550,500 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $68.3K | 130,378 | 0.0% |
| Gossamer BIO Inc(GOSS) | COM | 38341P102 | $60.0K | 5,911,541 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $55.4K | 1,250,000 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $53.1K | 4,465,885 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $45.8K | 975,987 | 0.0% |
| Line Corp | SPONSORED ADR | 53567X101 | $41.9K | 871,256 | 0.0% |
| Nextcure Inc | COM | 65343E108 | $39.1K | 1,053,570 | 0.0% |
| Genmab A S(GMAB) | SPONSORED ADS | 372303206 | $31.8K | 1,500,000 | 0.0% |
| Kiniksa Pharmaceuticals LTD | COM CL A | G5269C101 | $29.3K | 1,895,888 | 0.0% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $28.4K | 552,256 | 0.0% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $27.3K | 2,197,850 | 0.0% |
| Bright Scholar ED Hldgs LTD(BEDUUSD) | SPONSORED ADS | 109199109 | $26.8K | 3,985,797 | 0.0% |
| IGM Biosciences Inc(1K0) | COM | 449585108 | $19.7K | 350,000 | 0.0% |
| Akero Therapeutics Inc(AKRO) | COM | 00973Y108 | $18.9K | 891,201 | 0.0% |
| Regenxbio Inc(RGNX) | COM | 75901B107 | $14.8K | 456,000 | 0.0% |
| Smiledirectclub Inc(SDCCQ) | CL A COM | 83192H106 | $13.5K | 2,898,086 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $13.2K | 50,000 | 0.0% |
| Mogu Inc | SPON ADS | 608012100 | $12.0K | 10,446,970 | 0.0% |
| Uxin LTD | ADS | 91818X108 | $11.2K | 7,244,341 | 0.0% |
| G1 Therapeutics Inc(GTHXEUR) | COM | 3621LQ109 | $10.5K | 949,431 | 0.0% |
| China Jo-Jo Drugstores Inc | COM NEW | 16949A206 | $8.8K | 4,840,000 | 0.0% |
| Eidos Therapeutics Inc(EIDXGBP) | COM | 28249H104 | $8.8K | 178,600 | 0.0% |
| Hookipa Pharma Inc | COM | 43906K100 | $7.8K | 943,254 | 0.0% |
| Merus N V | COM | N5749R100 | $7.3K | 600,000 | 0.0% |