Q3 2018 Holdings
Filed 2018-11-14 | 22 holdings | $600.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $296.0K | 1,799 | 49.3% |
| Sina Corp | ORD | G81477104 | $81.6K | 1,174,263 | 13.6% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADR | 98980A105 | $54.0K | 3,256,894 | 9.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADR | 874039100 | $47.8K | 1,081,476 | 8.0% |
| Momo Inc | ADR | 60879B107 | $44.7K | 1,020,834 | 7.4% |
| Apple Inc(AAPL) | COM | 037833100 | $26.9K | 119,139 | 4.5% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $14.9K | 169,471 | 2.5% |
| Facebook Inc(META) | CL A | 30303M102 | $7.1K | 43,396 | 1.2% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $6.2K | 41,346 | 1.0% |
| Sohu COM LTD(SOHU) | SPONSORED ADS | 83410S108 | $5.2K | 261,375 | 0.9% |
| TAL ED Group(TAL) | SPONSORED ADS | 874080104 | $4.2K | 163,615 | 0.7% |
| Huami Corp | SPONSORED ADS | 44331K103 | $2.8K | 259,306 | 0.5% |
| Puxin LTD | ADS | 74704P108 | $1.8K | 200,454 | 0.3% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $1.4K | 7,200 | 0.2% |
| Mellanox Technologies LTD | SHS | M51363113 | $1.3K | 17,900 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.2K | 10,700 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $801 | 400 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $673 | 1,800 | 0.1% |
| Finisar Corp(FNSR) | COM NEW | 31787A507 | $572 | 30,000 | 0.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $506 | 1,800 | 0.1% |
| Select Sector Spdr TR(XLE) | ENERGY | 81369Y506 | $492 | 6,500 | 0.1% |
| Visteon Corp(VC) | COM NEW | 92839U206 | $409 | 4,400 | 0.1% |