Q2 2024 Holdings
Filed 2024-08-08 | 13 holdings | $424.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $73.6M | 596,000 | 17.3% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $50.1M | 1,131,515 | 11.8% |
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $49.6M | 302,000 | 11.7% |
| Winnebago Inds Inc(WGO) | COM | 974637100 | $47.6M | 877,678 | 11.2% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $46.9M | 1,408,801 | 11.0% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $32.0M | 335,000 | 7.5% |
| Ansys Inc(AKX) | COM | 03662Q105 | $29.4M | 91,573 | 6.9% |
| Celestica Inc(CLS) | COM | 15101Q207 | $19.5M | 340,945 | 4.6% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $17.4M | 223,650 | 4.1% |
| Synopsys Inc(SNPS) | COM | 871607107 | $17.3M | 29,100 | 4.1% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $16.4M | 1,541,190 | 3.9% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $15.0M | 96,580 | 3.5% |
| Nvent Electric PLC(NVT) | SHS | G6700G107 | $9.8M | 128,193 | 2.3% |