Q3 2020 Holdings
Filed 2020-11-16 | 89 holdings | $3.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $1.6B | 5,472,259 | 44.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $1.2B | 4,042,123 | 33.9% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $176.8M | 4,711,604 | 5.0% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $167.9M | 4,035,035 | 4.8% |
| Align Technology Inc(ALGN) | COM | 016255101 | $129.4M | 395,183 | 3.7% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $123.4M | 470,000 | 3.5% |
| Beam Therapeutics Inc(BEAM) | CL A | 07373V105 | $73.0M | 2,966,403 | 2.1% |
| Allogene Therapeutics Inc(ALLO) | COM | 019770106 | $30.2M | 800,000 | 0.9% |
| Affiliated Managers Group in(AMG) | COM | 008252108 | $22.9M | 335,073 | 0.7% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $10.7M | 625,000 | 0.3% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $7.4M | 312,500 | 0.2% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $2.4M | 5,012,049 | 0.1% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $1.2M | 16,005,041 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $887.4K | 39,302,362 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $756.8K | 10,206,116 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $702.6K | 19,260,700 | 0.0% |
| China Biologic Prods Hldgs I | COM | G21515104 | $329.2K | 2,962,076 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $313.2K | 4,118,862 | 0.0% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $306.5K | 5,000,000 | 0.0% |
| Enstar Group Limited | SHS | G3075P101 | $282.3K | 1,747,840 | 0.0% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $257.2K | 3,143,623 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $248.4K | 988,295 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $162.7K | 3,955,787 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $151.7K | 5,028,289 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $127.8K | 2,225,264 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $126.5K | 1,364,631 | 0.0% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $105.4K | 420,000 | 0.0% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $100.1K | 3,345,475 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $94.2K | 690,658 | 0.0% |
| Gossamer BIO Inc(GOSS) | COM | 38341P102 | $92.1K | 7,420,974 | 0.0% |
| I MAB(NBP) | SPONSORED ADS | 44975P103 | $70.4K | 1,496,540 | 0.0% |
| Viela BIO Inc(VIE) | COM | 926613100 | $69.6K | 2,477,631 | 0.0% |
| Genmab A/S(GMAB) | SPONSORED ADS | 372303206 | $54.9K | 1,500,000 | 0.0% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $51.2K | 2,411,750 | 0.0% |
| Akero Therapeutics Inc(AKRO) | COM | 00973Y108 | $51.0K | 1,656,673 | 0.0% |
| Kiniksa Pharmaceuticals LTD | COM CL A | G5269C101 | $44.7K | 2,920,023 | 0.0% |
| Novavax Inc(NVAX) | COM NEW | 670002401 | $41.7K | 385,158 | 0.0% |
| Otis Worldwide Corp(OTIS) | COM | 68902V107 | $38.4K | 614,556 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $32.5K | 400,495 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $30.7K | 302,336 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $29.8K | 27,525 | 0.0% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $29.1K | 1,670,931 | 0.0% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $28.3K | 1,698,877 | 0.0% |
| IGM Biosciences Inc(1K0) | COM | 449585108 | $25.8K | 350,000 | 0.0% |
| Bright Scholar ED Hldgs LTD(BEDUUSD) | SPONSORED ADS | 109199109 | $25.5K | 3,985,797 | 0.0% |
| Forma Therapeutics Hldgs Inc | SHS | 34633R104 | $24.9K | 500,000 | 0.0% |
| Mogu Inc | SPON ADS | 608012100 | $24.6K | 10,446,970 | 0.0% |
| Prelude Therapeutics Inc(PRLD) | COM | 74065P101 | $22.6K | 750,000 | 0.0% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $20.1K | 650,000 | 0.0% |
| Joyy Inc(JOYY) | ADS REPSTG COM A | 46591M109 | $19.3K | 239,476 | 0.0% |