Q1 2021 Holdings
Filed 2021-05-17 | 91 holdings | $2.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $1.9B | 5,472,259 | 66.4% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $330.3M | 5,362,014 | 11.5% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $213.9M | 1,998,271 | 7.5% |
| Beam Therapeutics Inc(BEAM) | COM | 07373V105 | $165.9M | 2,072,679 | 5.8% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $103.4M | 375,540 | 3.6% |
| Affiliated Managers Group in(AMG) | COM | 008252108 | $49.9M | 335,073 | 1.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $30.8M | 135,700 | 1.1% |
| Allogene Therapeutics Inc(ALLO) | COM | 019770106 | $28.2M | 800,000 | 1.0% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $20.4M | 360,000 | 0.7% |
| Unum Therapeutics Inc(COGT) | COM | 19240Q201 | $8.8M | 1,000,000 | 0.3% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $5.4M | 230,718 | 0.2% |
| Arcus Biosciences Inc(RCUS) | COM | 03969F109 | $1.4M | 50,000 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $1.4M | 10,222,922 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $642.3K | 38,648,477 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $634.9K | 1,975,966 | 0.0% |
| Enstar Group Limited | SHS | G3075P101 | $431.2K | 1,747,840 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $370.2K | 6,791,449 | 0.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $351.0K | 4,162,336 | 0.0% |
| China Biologic Prods Hldgs I | COM | G21515104 | $350.7K | 2,962,076 | 0.0% |
| I MAB(NBP) | SPONSORED ADS | 44975P103 | $320.7K | 6,616,170 | 0.0% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $285.6K | 5,012,100 | 0.0% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $254.9K | 3,143,623 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $240.8K | 1,136,476 | 0.0% |
| Apellis Pharmaceuticals Inc(APLS) | COM | 03753U106 | $195.6K | 4,558,029 | 0.0% |
| Doordash Inc(DASH) | CL A | 25809K105 | $143.8K | 1,096,300 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $137.3K | 3,955,787 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $109.0K | 1,862,164 | 0.0% |
| Kodiak Sciences Inc(KOD) | COM | 50015M109 | $100.8K | 888,627 | 0.0% |
| Playtika Hldg Corp(PLTK) | COM | 72815L107 | $89.3K | 3,280,699 | 0.0% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $75.8K | 2,600,777 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $73.8K | 758,691 | 0.0% |
| Gossamer BIO Inc(GOSS) | COM | 38341P102 | $68.6K | 7,420,974 | 0.0% |
| Instil BIO Inc | COM | 45783C101 | $59.8K | 2,385,457 | 0.0% |
| Kiniksa Pharmaceuticals LTD | COM CL A | G5269C101 | $54.1K | 2,920,023 | 0.0% |
| Tuya Inc(TUYA) | SPONSORED ADS | 90114C107 | $50.2K | 2,375,000 | 0.0% |
| Aligos Therapeutics Inc | COM | 01626L105 | $49.2K | 2,165,064 | 0.0% |
| Akero Therapeutics Inc(AKRO) | COM | 00973Y108 | $48.1K | 1,656,673 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $42.6K | 360,495 | 0.0% |
| Otis Worldwide Corp(OTIS) | COM | 68902V107 | $42.1K | 614,556 | 0.0% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $33.8K | 1,698,877 | 0.0% |
| Root Inc(ROOTGBP) | COM CL A | 77664L108 | $33.1K | 2,600,000 | 0.0% |
| Keurig DR Pepper Inc(KDP) | COM | 49271V100 | $33.0K | 960,154 | 0.0% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $31.8K | 578,902 | 0.0% |
| Forma Therapeutics Hldgs Inc | SHS | 34633R104 | $30.8K | 1,100,000 | 0.0% |
| Prelude Therapeutics Inc(PRLD) | COM | 74065P101 | $27.1K | 626,502 | 0.0% |
| Calliditas Therapeutics AB | SPONSERED ADS | 13124Q106 | $26.1K | 944,716 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $24.4K | 200,000 | 0.0% |
| Xpeng Inc(XPEV) | ADS | 98422D105 | $24.0K | 658,595 | 0.0% |
| Bright Scholar ED Hldgs LTD(BEDUUSD) | SPONSORED ADS | 109199109 | $23.1K | 3,985,797 | 0.0% |
| Olema Pharmaceuticals Inc(OLMA) | COM | 68062P106 | $20.6K | 620,397 | 0.0% |