Q2 2019 Holdings
Filed 2019-08-14 | 30 holdings | $223.7M | 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 | $217.7M | 1,284,486 | 97.3% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $4.9M | 160,355 | 2.2% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $846.0K | 52,000 | 0.4% |
| Ctrip COM Intl LTD(CTRPUSD) | SPONSORED ADS | 22943F100 | $67.8K | 1,837,731 | 0.0% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $60.2K | 3,146,770 | 0.0% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $15.6K | 291,347 | 0.0% |
| Acacia Communications Inc(ACIA) | COM | 00401C108 | $15.6K | 329,899 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $12.5K | 129,100 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $12.2K | 160,800 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $11.5K | 87,618 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $10.0K | 66,036 | 0.0% |
| Rogers Corp(ROG) | COM | 775133101 | $9.3K | 53,810 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $8.9K | 30,800 | 0.0% |
| Maxlinear Inc(MXL) | COM | 57776J100 | $8.9K | 377,896 | 0.0% |
| Zscaler Inc(ZS) | COM | 98980G102 | $8.5K | 110,769 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $6.2K | 41,100 | 0.0% |
| Cree Inc | COM | 225447101 | $6.0K | 107,200 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $5.6K | 21,400 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $5.3K | 43,000 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $5.2K | 25,135 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $4.6K | 119,974 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $4.1K | 25,000 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $3.9K | 44,200 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $3.1K | 22,568 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $3.0K | 15,500 | 0.0% |
| Globant S A(GLOB) | COM | L44385109 | $1.8K | 17,775 | 0.0% |
| Momo Inc | ADR | 60879B107 | $1.6K | 45,000 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.5K | 11,200 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $1.2K | 3,277 | 0.0% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $525 | 26,000 | 0.0% |