Q3 2020 Holdings
Filed 2020-11-16 | 24 holdings | $65.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $35.7M | 435,196 | 54.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $29.4M | 100,000 | 44.6% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $116.5K | 1,570,702 | 0.2% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $88.7K | 86,740 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $85.7K | 327,376 | 0.1% |
| Xpeng Inc(XPEV) | ADS | 98422D105 | $81.5K | 4,059,809 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $66.3K | 572,413 | 0.1% |
| Square Inc(XYZ) | CL A | 852234103 | $65.5K | 403,077 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $54.0K | 17,136 | 0.1% |
| Ericsson(ERIC) | ADR B SEK 10 | 294821608 | $52.6K | 4,829,078 | 0.1% |
| Nokia Corp(NOK) | SPONSORED ADR | 654902204 | $37.4K | 9,564,472 | 0.1% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $35.0K | 185,325 | 0.1% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $34.2K | 1,142,748 | 0.1% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $29.5K | 1,391,972 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $27.1K | 52,164 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $24.5K | 159,017 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $20.8K | 142,628 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $9.1K | 20,000 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.6K | 40,948 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $7.9K | 47,127 | 0.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $6.8K | 47,300 | 0.0% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $3.9K | 63,270 | 0.0% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $2.5K | 10,000 | 0.0% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $655 | 7,874 | 0.0% |