Q1 2019 Holdings
Filed 2019-04-18 | 22 holdings | $92.5M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2021-08-18) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bilibili Inc-Sponsored ADR Bili US(BILI) | SPONS ADS REP Z | 090040106 | $75.2M | 3,965,982 | 81.2% |
| Alibaba Group Holding-Sp ADR Baba US(BABA) | SPONSORED ADS | 01609W102 | $15.9M | 87,000 | 17.2% |
| Advanced Micro Devices AMD US(AMD) | COM | 007903107 | $1.2M | 48,800 | 1.3% |
| Mogu Inc | SPON ADS | 608012100 | $111.9K | 8,347,939 | 0.1% |
| TAL Education Group- ADR TAL US(TAL) | SPONSORED ADS | 874080104 | $62.3K | 1,726,968 | 0.1% |
| Laix Inc | ADS | 50736W105 | $53.5K | 5,663,164 | 0.1% |
| ZTO Express Cayman Inc-ADR ZTO US(ZTO) | SPONSORED ADS A | 98980A105 | $49.4K | 2,701,222 | 0.1% |
| Pinduoduo Inc-ADR PDD US(PDD) | SPONSORED ADS | 722304102 | $38.1K | 1,535,410 | 0.0% |
| Weibo Corp-Spon ADR WB US(WB) | SPONSORED ADR | 948596101 | $35.1K | 567,000 | 0.0% |
| Puxin LTD | ADS | 74704P108 | $20.6K | 2,979,470 | 0.0% |
| Deutsche Bank AG-Registered DB US | NAMEN AKT | D18190898 | $10.7K | 1,314,300 | 0.0% |
| L Brands Inc LB US | COM | 501797104 | $9.4K | 341,300 | 0.0% |
| YY Inc-ADR YY US | SPONSORED ADS A | 98426T106 | $6.3K | 74,900 | 0.0% |
| Apple Inc Aapl US(AAPL) | COM | 037833100 | $5.9K | 31,200 | 0.0% |
| Macy's Inc M US(M) | COM | 55616P104 | $5.6K | 234,400 | 0.0% |
| Facebook Inc-A FB US(META) | CL A | 30303M102 | $5.4K | 32,200 | 0.0% |
| Tesla Inc Tsla US(TSLA) | COM | 88160R101 | $4.4K | 15,600 | 0.0% |
| Sina Corp Sina US | ORD | G81477104 | $4.0K | 66,700 | 0.0% |
| UBS Group AG-Reg UBS US(UBS) | SHS | H42097107 | $3.9K | 321,400 | 0.0% |
| Lightinthebox Holding | SPONSORED ADR | 53225G102 | $3.4K | 2,537,855 | 0.0% |
| Amazon.com Inc Amzn US(AMZN) | COM | 023135106 | $2.8K | 1,600 | 0.0% |
| Zillow Group Inc - C Z US(Z) | CL C CAP STK | 98954M200 | $2.4K | 69,900 | 0.0% |
| Cheetah Mobile Inc - ADR Cmcm US | ADR | 163075104 | $1.3K | 201,199 | 0.0% |
| Electronic Arts Inc EA US(EA) | COM | 285512109 | $1.1K | 11,200 | 0.0% |
| Freeport-Mcmoran Inc FCX US(FCX) | CL B | 35671D857 | $1.1K | 86,700 | 0.0% |