Q4 2020 Holdings
Filed 2023-06-20 | 10 holdings | $194.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $35.5M | 200,000 | 18.3% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $32.3M | 377,000 | 16.7% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $28.6M | 400,000 | 14.7% |
| New Oriental ED & Technology | SPON ADR | 647581107 | $18.6M | 100,000 | 9.6% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $16.3M | 185,000 | 8.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $14.7M | 4,500 | 7.6% |
| Apple Inc(AAPL) | COM | 037833100 | $13.3M | 100,000 | 6.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $12.1M | 52,000 | 6.2% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $11.6M | 160,000 | 6.0% |
| Lexinfintech Hldgs LTD(LX) | ADR | 528877103 | $11.2M | 1,670,674 | 5.8% |