Q1 2023 Holdings
Filed 2023-05-11 | 18 holdings | $85.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $77.4M | 790,000 | 90.6% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $5.1M | 50,000 | 6.0% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $1.7M | 10,000 | 2.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $285.1K | 1,345,000 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $226.6K | 786,130 | 0.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $224.7K | 809,000 | 0.3% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $172.7K | 2,275,700 | 0.2% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $154.4K | 4,098,670 | 0.2% |
| Salesforce Inc(CRM) | COM | 79466L302 | $48.9K | 245,000 | 0.1% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $36.3K | 235,000 | 0.0% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $34.7K | 477,000 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $7.3K | 35,060 | 0.0% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $3.2K | 75,000 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $2.8K | 6,100 | 0.0% |
| Hyatt Hotels Corp(H) | COM CL A | 448579102 | $2.2K | 20,000 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $1.9K | 20,000 | 0.0% |
| Zscaler Inc(ZS) | COM | 98980G102 | $584 | 5,000 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $484 | 14,800 | 0.0% |