Q2 2020 Holdings
Filed 2020-08-14 | 74 holdings | $3.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $1.0B | 5,472,259 | 34.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $847.7M | 3,930,086 | 28.6% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $421.6M | 9,102,063 | 14.2% |
| Align Technology Inc(ALGN) | COM | 016255101 | $216.9M | 790,365 | 7.3% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $153.6M | 4,711,604 | 5.2% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $105.9M | 470,000 | 3.6% |
| Beam Therapeutics Inc(BEAM) | CL A | 07373V105 | $83.1M | 2,966,403 | 2.8% |
| Allogene Therapeutics Inc(ALLO) | COM | 019770106 | $34.3M | 800,000 | 1.2% |
| Affiliated Managers Group in(AMG) | COM | 008252108 | $25.0M | 335,073 | 0.8% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $21.0M | 625,000 | 0.7% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $15.5M | 625,000 | 0.5% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $1.7M | 6,856,980 | 0.1% |
| Agora Inc(API) | ADS | 00851L103 | $1.3M | 30,050 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $1.1M | 46,694,629 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $846.7K | 9,863,866 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $598.6K | 19,260,700 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $540.6K | 7,906,041 | 0.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $470.0K | 7,810,402 | 0.0% |
| China Biologic Prods Hldgs I | COM | G21515104 | $302.7K | 2,962,076 | 0.0% |
| Enstar Group Limited | SHS | G3075P101 | $267.0K | 1,747,840 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $164.2K | 5,028,289 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $160.3K | 3,955,787 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $140.8K | 130,378 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $132.9K | 709,495 | 0.0% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $126.0K | 3,433,592 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $124.3K | 2,431,164 | 0.0% |
| Viela BIO Inc(VIE) | COM | 926613100 | $122.0K | 2,815,868 | 0.0% |
| Vipshop Holdings Limited(VIPS) | SPONSORED ADS A | 92763W103 | $109.1K | 5,477,392 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $106.4K | 1,364,631 | 0.0% |
| Gossamer BIO Inc(GOSS) | COM | 38341P102 | $96.5K | 7,420,974 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $66.7K | 690,658 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $64.2K | 598,489 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $62.5K | 1,100,495 | 0.0% |
| Kiniksa Pharmaceuticals LTD | COM CL A | G5269C101 | $62.3K | 2,443,833 | 0.0% |
| Genmab A/S(GMAB) | SPONSORED ADS | 372303206 | $50.8K | 1,500,000 | 0.0% |
| Otis Worldwide Corp(OTIS) | COM | 68902V107 | $34.9K | 614,556 | 0.0% |
| Line Corp | SPONSORED ADR | 53567X101 | $33.9K | 676,211 | 0.0% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $32.9K | 400,000 | 0.0% |
| Bright Scholar ED Hldgs LTD(BEDUUSD) | SPONSORED ADS | 109199109 | $31.3K | 3,985,797 | 0.0% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $27.7K | 650,000 | 0.0% |
| Novavax Inc(NVAX) | COM NEW | 670002401 | $27.2K | 326,038 | 0.0% |
| Melco Resort Entmnt LTD(MLCO) | ADR | 585464100 | $26.4K | 1,698,877 | 0.0% |
| Akero Therapeutics Inc(AKRO) | COM | 00973Y108 | $26.3K | 1,056,673 | 0.0% |
| IGM Biosciences Inc(1K0) | COM | 449585108 | $25.6K | 350,000 | 0.0% |
| ADC Therapeutics SA(ADCT) | SHS | H0036K147 | $23.4K | 500,000 | 0.0% |
| Forma Therapeutics Hldgs Inc | SHS | 34633R104 | $23.2K | 500,000 | 0.0% |
| G1 Therapeutics Inc(GTHXEUR) | COM | 3621LQ109 | $23.0K | 949,431 | 0.0% |
| Joyy Inc(JOYY) | ADS REPSTG COM A | 46591M109 | $21.2K | 239,476 | 0.0% |
| Mogu Inc | SPON ADS | 608012100 | $18.8K | 10,446,970 | 0.0% |
| Regenxbio Inc(RGNX) | COM | 75901B107 | $16.8K | 456,000 | 0.0% |