Q1 2020 Holdings
Filed 2020-05-14 | 15 holdings | $51.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $50.7M | 1,115,106 | 98.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $189.7K | 97,295 | 0.4% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $166.3K | 3,121,577 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $100.5K | 637,164 | 0.2% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $72.4K | 2,732,608 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $68.0K | 181,168 | 0.1% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $67.2K | 621,043 | 0.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $55.3K | 1,157,115 | 0.1% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $55.0K | 1,357,439 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $52.4K | 968,000 | 0.1% |
| Acacia Communications Inc(ACIA) | COM | 00401C108 | $17.4K | 258,487 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $9.8K | 272,957 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $6.2K | 66,670 | 0.0% |
| Seagate Technology PLC(STX) | SHS | G7945M107 | $5.6K | 114,500 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $5.5K | 123,500 | 0.0% |