Q1 2019 Holdings
Filed 2019-05-15 | 31 holdings | $210.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $102.4M | 4,011,374 | 48.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $86.1M | 472,160 | 40.9% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $21.2M | 392,700 | 10.1% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $102.3K | 806,694 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $94.3K | 3,801,676 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | SPONSORED ADS | 22943F100 | $82.5K | 1,888,068 | 0.0% |
| Sina Corp | ORD | G81477104 | $67.1K | 1,132,012 | 0.0% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $62.9K | 3,441,030 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $45.0K | 381,400 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $42.3K | 151,106 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $32.0K | 191,788 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $25.2K | 14,145 | 0.0% |
| Acacia Communications Inc(ACIA) | COM | 00401C108 | $22.8K | 396,984 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $18.4K | 61,109 | 0.0% |
| Maxlinear Inc(MXL) | COM | 57776J100 | $17.3K | 678,689 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $10.4K | 68,206 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $9.8K | 109,100 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $9.8K | 75,600 | 0.0% |
| Cree Inc | COM | 225447101 | $8.5K | 148,647 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $7.5K | 6,400 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $6.0K | 56,700 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $5.4K | 21,800 | 0.0% |
| Zscaler Inc(ZS) | COM | 98980G102 | $2.6K | 37,200 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $2.5K | 17,100 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $2.5K | 29,200 | 0.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $1.6K | 20,000 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $1.5K | 7,800 | 0.0% |
| Puxin LTD | ADS | 74704P108 | $1.5K | 209,364 | 0.0% |
| Nokia Corp(NOK) | SPONSORED ADR | 654902204 | $1.4K | 250,000 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $859 | 16,000 | 0.0% |
| UP Fintech Hldg LTD(TIGR) | SPONSORED ADS | 91531W106 | $647 | 50,000 | 0.0% |