Q2 2022 Holdings
Filed 2022-08-15 | 20 holdings | $770.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $317.0K | 4,436 | 41.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $212.0K | 2,000 | 27.5% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $52.7K | 851,941 | 6.8% |
| Tesla Inc(TSLA) | COM | 88160R101 | $50.5K | 75,000 | 6.6% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $47.0K | 2,617,549 | 6.1% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $35.5K | 1,294,515 | 4.6% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $26.9K | 1,022,350 | 3.5% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $11.4K | 122,369 | 1.5% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $6.1K | 300,000 | 0.8% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $4.9K | 60,000 | 0.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.4K | 17,000 | 0.6% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $1.4K | 28,175 | 0.2% |
| Jinkosolar Hldg Co LTD(JKS) | SPONSORED ADR | 47759T100 | $673 | 9,732 | 0.1% |
| RLX Technology Inc(RLX) | SPONSORED ADS | 74969N103 | $296 | 138,758 | 0.0% |