Q4 2022 Holdings
Filed 2023-02-14 | 6 holdings | $359.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agco Corp(AGCO) | COM | 001084102 | $131.7M | 949,301 | 36.7% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $80.8M | 1,247,744 | 22.5% |
| Petroleo Brasileiro SA Petro(PBR) | SPONSORED ADR | 71654V408 | $45.0M | 4,228,000 | 12.5% |
| Draftkings Inc New(DKNG) | COM CL A | 26142V105 | $43.5M | 3,820,000 | 12.1% |
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $41.6M | 1,077,730 | 11.6% |
| Biogen Inc(BIIB) | COM | 09062X103 | $16.6M | 59,929 | 4.6% |