Q1 2020 Holdings
Filed 2020-04-29 | 26 holdings | $22.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $16.9M | 372,309 | 75.8% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $4.9M | 208,968 | 21.9% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $69.1K | 1,916,911 | 0.3% |
| Netflix Inc(NFLX) | COM | 64110L106 | $57.2K | 152,303 | 0.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $46.2K | 23,700 | 0.2% |
| Tesla Inc(TSLA) | COM | 88160R101 | $42.2K | 80,546 | 0.2% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $35.3K | 133,987 | 0.2% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $32.4K | 676,930 | 0.1% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $31.0K | 581,483 | 0.1% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $29.7K | 186,184 | 0.1% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $25.9K | 638,400 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $22.7K | 539,218 | 0.1% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $19.4K | 325,959 | 0.1% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $16.2K | 563,936 | 0.1% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $14.6K | 100,000 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $13.0K | 82,380 | 0.1% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $12.4K | 469,547 | 0.1% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $11.8K | 277,854 | 0.1% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $10.6K | 682,000 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $10.5K | 55,643 | 0.0% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $4.6K | 174,100 | 0.0% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $4.3K | 49,000 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $3.4K | 62,205 | 0.0% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $3.4K | 58,000 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $2.9K | 30,672 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $1.8K | 14,936 | 0.0% |