Q1 2024 Holdings
Filed 2024-05-14 | 63 holdings | $4.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kiniksa Pharmaceuticals LTD | COM CL A | G5269C101 | $61.9M | 3,135,735 | 1.3% |
| Arrivent Biopharma Inc(AVBP) | COM | 04272N102 | $70.2M | 3,929,117 | 1.5% |
| Doordash Inc(DASH) | CL A | 25809K105 | $80.4M | 583,463 | 1.7% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $116.3M | 783,000 | 2.5% |
| Danaher Corporation(DHR) | COM | 235851102 | $117.6M | 471,100 | 2.6% |
| Salesforce Inc(CRM) | COM | 79466L302 | $139.2M | 462,137 | 3.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $148.4M | 822,900 | 3.2% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $164.7M | 912,400 | 3.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $291.2M | 692,100 | 6.3% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $335.7M | 5,984,550 | 7.3% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $400.7M | 29,181,868 | 8.7% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $809.6M | 5,176,906 | 17.6% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $1.4B | 11,791,547 | 29.8% |