Q1 2021 Holdings
Filed 2021-05-17 | 9 holdings | $36.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $36.3M | 160,000 | 98.5% |
| Micron Technology Inc(MU) | COM | 595112103 | $130.6K | 1,480,000 | 0.4% |
| Anthem Inc(ELV) | COM | 036752103 | $114.9K | 320,000 | 0.3% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $109.8K | 295,000 | 0.3% |
| American Eagle Outfitters in(AEO) | COM | 02553E106 | $67.7K | 2,315,949 | 0.2% |
| Contextlogic Inc | COM CL A | 21077C107 | $41.1K | 2,600,000 | 0.1% |
| Proassurance Corp(PRA) | COM | 74267C106 | $37.1K | 1,387,691 | 0.1% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $31.1K | 485,000 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $27.3K | 500,000 | 0.1% |