Q2 2019 Holdings
Filed 2019-08-13 | 35 holdings | $79.7M | 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 | $70.6M | 416,714 | 88.6% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $8.8M | 290,904 | 11.1% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $39.2K | 1,899,665 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | SPONSORED ADS | 22943F100 | $24.6K | 665,246 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $22.9K | 122,800 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $22.6K | 234,500 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $11.3K | 68,800 | 0.0% |
| Proshares TR(TQQQ) | ULTRAPRO QQQ | 74347X831 | $11.2K | 181,000 | 0.0% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $10.9K | 235,447 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $10.3K | 122,500 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.3K | 69,400 | 0.0% |
| Vaneck Vectors ETF TR(SMH) | SEMICONDUCTOR ET | 92189F676 | $8.8K | 79,600 | 0.0% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $8.3K | 432,400 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $7.5K | 41,206 | 0.0% |
| Qudian Inc(HTT) | ADR | 747798106 | $6.1K | 808,900 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $5.7K | 68,400 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $5.1K | 26,300 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $4.9K | 146,700 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $4.1K | 22,700 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $3.9K | 10,700 | 0.0% |
| Rogers Corp(ROG) | COM | 775133101 | $3.9K | 22,600 | 0.0% |
| YY Inc | SPONSORED ADS A | 98426T106 | $3.2K | 45,800 | 0.0% |
| Momo Inc | ADR | 60879B107 | $2.7K | 76,200 | 0.0% |
| Kraneshares TR(KWEB) | CSI CHI INTERNET | 500767306 | $2.6K | 60,000 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $2.6K | 179,700 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $2.0K | 43,200 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $1.8K | 15,900 | 0.0% |
| Tyson Foods Inc(TSN) | CL A | 902494103 | $1.6K | 20,100 | 0.0% |
| Lexinfintech Hldgs LTD(LX) | ADR | 528877103 | $1.6K | 143,400 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.6K | 11,100 | 0.0% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $1.3K | 51,000 | 0.0% |
| Ferrari N V(RACE) | COM | N3167Y103 | $807 | 5,000 | 0.0% |
| Huami Corp | SPONSORED ADS | 44331K103 | $317 | 31,678 | 0.0% |
| Pivotal Software Inc | COM CL A | 72582H107 | $317 | 30,000 | 0.0% |
| Himax Technologies Inc(HIMX) | SPONSORED ADR | 43289P106 | $70 | 20,000 | 0.0% |