Q1 2023 Holdings
Filed 2023-05-15 | 4 holdings | $400.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $140.6M | 1,434,744 | 35.1% |
| Agco Corp(AGCO) | COM | 001084102 | $128.3M | 949,301 | 32.1% |
| Petroleo Brasileiro SA Petro(PBR) | SPONSORED ADR | 71654V408 | $70.1M | 6,724,463 | 17.5% |
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $61.3M | 1,307,972 | 15.3% |