Q4 2020 Holdings
Filed 2021-02-16 | 17 holdings | $18.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $18.3M | 199,306 | 96.9% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $203.4K | 1,144,713 | 1.1% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $178.8K | 2,034,674 | 0.9% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $45.8K | 1,571,677 | 0.2% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $36.9K | 1,398,702 | 0.2% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $26.1K | 131,200 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $18.3K | 137,625 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $14.7K | 4,500 | 0.1% |
| Cree Inc | COM | 225447101 | $12.9K | 121,407 | 0.1% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $9.4K | 152,700 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $8.5K | 7,516 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $8.4K | 35,257 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $8.2K | 75,000 | 0.0% |
| Ericsson(ERIC) | ADR B SEK 10 | 294821608 | $6.1K | 512,178 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $5.8K | 113,013 | 0.0% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $2.9K | 21,600 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $902 | 12,000 | 0.0% |