Q4 2020 Holdings
Filed 2021-02-12 | 95 holdings | $2.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $1.4B | 5,472,259 | 51.8% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $345.9M | 4,035,035 | 12.7% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $335.0M | 4,711,604 | 12.3% |
| Beam Therapeutics Inc(BEAM) | COM | 07373V105 | $242.2M | 2,966,403 | 8.9% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $138.2M | 470,000 | 5.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $97.4M | 182,283 | 3.6% |
| Affiliated Managers Group in(AMG) | COM | 008252108 | $34.1M | 335,073 | 1.2% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $29.3M | 360,000 | 1.1% |
| Abcellera Biologics Inc(ABCL) | COM | 00288U106 | $24.1M | 600,000 | 0.9% |
| Allogene Therapeutics Inc(ALLO) | COM | 019770106 | $20.2M | 800,000 | 0.7% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $16.2M | 625,000 | 0.6% |
| Cogent Biosciences Inc(COGT) | COM | 19240Q201 | $11.2M | 1,000,000 | 0.4% |
| Atea Pharmaceuticals Inc(AVIR) | COM | 04683R106 | $5.2M | 125,000 | 0.2% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $4.8M | 230,718 | 0.2% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $1.8M | 10,230,032 | 0.1% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $1.2M | 13,585,041 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $1.0M | 2,981,265 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $675.6K | 38,648,477 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $596.6K | 11,698,570 | 0.0% |
| Enstar Group Limited | SHS | G3075P101 | $358.1K | 1,747,840 | 0.0% |
| China Biologic Prods Hldgs I | COM | G21515104 | $349.9K | 2,962,076 | 0.0% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $307.7K | 5,000,000 | 0.0% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $294.4K | 3,143,623 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $290.0K | 4,055,722 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $287.6K | 5,028,289 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $238.6K | 1,072,095 | 0.0% |
| Kodiak Sciences Inc(KOD) | COM | 50015M109 | $170.0K | 1,157,407 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $146.7K | 3,955,787 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $142.5K | 1,270,529 | 0.0% |
| Doordash Inc(DASH) | CL A | 25809K105 | $122.6K | 858,500 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $120.2K | 2,055,764 | 0.0% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $97.6K | 3,345,475 | 0.0% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $94.6K | 336,000 | 0.0% |
| Viela BIO Inc(VIE) | COM | 926613100 | $85.7K | 2,382,414 | 0.0% |
| Gossamer BIO Inc(GOSS) | COM | 38341P102 | $71.8K | 7,420,974 | 0.0% |
| I MAB(NBP) | SPONSORED ADS | 44975P103 | $70.6K | 1,496,540 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $67.2K | 337,622 | 0.0% |
| Aligos Therapeutics Inc | COM | 01626L105 | $59.9K | 2,165,064 | 0.0% |
| 17 ED & Technology Group Inc | ADS | 81807M106 | $59.5K | 4,643,391 | 0.0% |
| Genmab A/S(GMAB) | SPONSORED ADS | 372303206 | $57.1K | 1,403,288 | 0.0% |
| Prelude Therapeutics Inc(PRLD) | COM | 74065P101 | $53.7K | 750,000 | 0.0% |
| Kiniksa Pharmaceuticals LTD | COM CL A | G5269C101 | $51.6K | 2,920,023 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $46.1K | 27,525 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $43.7K | 400,495 | 0.0% |
| Akero Therapeutics Inc(AKRO) | COM | 00973Y108 | $42.7K | 1,656,673 | 0.0% |
| Otis Worldwide Corp(OTIS) | COM | 68902V107 | $41.5K | 614,556 | 0.0% |
| Root Inc(ROOTGBP) | COM CL A | 77664L108 | $40.8K | 2,600,000 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $39.8K | 300,000 | 0.0% |
| Keurig DR Pepper Inc(KDP) | COM | 49271V100 | $39.4K | 1,232,666 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $39.2K | 302,336 | 0.0% |