Q1 2023 Holdings
Filed 2023-05-15 | 14 holdings | $190.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Xpeng Inc(XPEV) | ADS | 98422D105 | $44.2M | 3,974,462 | 23.2% |
| Lyell Immunopharma Inc | COM | 55083R104 | $35.6M | 15,093,969 | 18.7% |
| RLX Technology Inc.(RLX) | SPONSORED ADS | 74969N103 | $31.9M | 11,000,000 | 16.7% |
| Robinhood Markets, Inc.(HOOD) | COM CL A | 770700102 | $23.0M | 2,370,497 | 12.1% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $22.0M | 176,529 | 11.5% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $7.9M | 117,525 | 4.2% |
| Waterdrop Inc(WDH) | ADS | 94132V105 | $6.7M | 2,228,677 | 3.5% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $6.5M | 85,000 | 3.4% |
| Jd.com, Inc.(JD) | SPON ADR CL A | 47215P106 | $6.1M | 142,000 | 3.2% |
| Cvent Holding Corp. | COMMON STOCK | 126677103 | $4.1M | 487,500 | 2.1% |
| DoorDash, Inc.(DASH) | CL A | 25809K105 | $2.0M | 31,400 | 1.0% |
| Block, Inc.(XYZ) | CL A | 852234103 | $321.6K | 4,685 | 0.2% |
| Lexinfintech Hldgs LTD(LX) | ADR | 528877103 | $165.5K | 61,077 | 0.1% |
| ContextLogic Inc. | COM CL A | 21077C107 | $137.5K | 308,499 | 0.1% |