Q4 2019 Holdings
Filed 2020-02-07 | 16 holdings | $78.0M | 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 | $42.2M | 198,800 | 54.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $17.9M | 390,652 | 23.0% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $17.7M | 951,400 | 22.7% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $54.5K | 256,400 | 0.1% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $51.4K | 1,358,091 | 0.1% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $26.4K | 548,600 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $21.6K | 73,400 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $20.4K | 351,700 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $16.9K | 81,900 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $10.7K | 25,500 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $10.6K | 87,600 | 0.0% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $10.0K | 427,100 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $9.7K | 682,000 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $5.0K | 82,676 | 0.0% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $4.7K | 139,900 | 0.0% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $4.1K | 85,703 | 0.0% |