Q4 2019 Holdings
Filed 2020-02-14 | 25 holdings | $102.1M | 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 | $73.5M | 346,492 | 72.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $13.9M | 47,300 | 13.6% |
| Beyond Meat Inc(BYND) | COM | 08862E109 | $10.4M | 137,235 | 10.2% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $3.8M | 82,291 | 3.7% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $93.5K | 1,608,436 | 0.1% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $87.1K | 718,346 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $71.6K | 243,739 | 0.1% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $63.8K | 2,732,608 | 0.1% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $60.7K | 1,604,468 | 0.1% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $34.9K | 723,281 | 0.0% |
| GSX Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $23.1K | 1,056,356 | 0.0% |
| Acacia Communications Inc(ACIA) | COM | 00401C108 | $17.5K | 258,487 | 0.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $16.1K | 374,231 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $14.5K | 49,135 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $11.7K | 8,770 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $10.8K | 84,600 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $8.4K | 281,167 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.3K | 52,939 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $7.8K | 4,207 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $7.0K | 5,200 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $5.7K | 88,525 | 0.0% |
| Maxlinear Inc(MXL) | COM | 57776J100 | $2.3K | 109,774 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $2.1K | 150,000 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $972 | 7,387 | 0.0% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $738 | 22,000 | 0.0% |