Q2 2023 Holdings
Filed 2023-08-14 | 60 holdings | $4.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $115.2M | 783,000 | 2.5% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $147.9M | 3,814,305 | 3.1% |
| Doordash Inc(DASH) | CL A | 25809K105 | $203.8M | 2,666,763 | 4.3% |
| Salesforce Inc(CRM) | COM | 79466L302 | $226.6M | 1,072,537 | 4.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $258.6M | 759,300 | 5.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $271.9M | 3,262,527 | 5.8% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $444.3M | 6,436,533 | 9.5% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $532.0M | 35,822,654 | 11.3% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $565.0M | 8,172,247 | 12.0% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $923.0M | 5,176,906 | 19.7% |