Q1 2023 Holdings
Filed 2023-05-15 | 70 holdings | $5.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Yatsen Hldg LTD | ADS | 985194109 | $51.7M | 34,939,200 | 0.9% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $51.9M | 3,241,400 | 0.9% |
| Enfusion Inc | CL A | 292812104 | $52.2M | 4,975,183 | 0.9% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $61.3M | 405,900 | 1.1% |
| Bridgebio Pharma Inc(BBIO) | COM | 10806X102 | $66.0M | 3,978,410 | 1.2% |
| Cytek Biosciences Inc(CTKB) | COM | 23285D109 | $70.8M | 7,703,514 | 1.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $74.1M | 256,900 | 1.3% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $74.7M | 1,070,764 | 1.3% |
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $95.4M | 2,037,000 | 1.7% |
| ON Hldg AG(ONON) | NAMEN AKT A | H5919C104 | $102.1M | 3,291,204 | 1.8% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $105.2M | 2,397,789 | 1.9% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $164.5M | 3,357,573 | 2.9% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $247.4M | 5,130,367 | 4.4% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $256.7M | 6,274,800 | 4.6% |
| Doordash Inc(DASH) | CL A | 25809K105 | $282.9M | 4,450,700 | 5.0% |
| Salesforce Inc(CRM) | COM | 79466L302 | $345.9M | 1,731,237 | 6.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $386.8M | 3,785,116 | 6.9% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $588.4M | 31,228,934 | 10.4% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $807.8M | 10,642,847 | 14.3% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $1.2B | 5,472,259 | 20.9% |