Q1 2021 Holdings
Filed 2021-05-18 | 25 holdings | $478.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $334.3M | 4,258,210 | 69.9% |
| Chegg Inc(CHGG) | COM | 163092109 | $140.8M | 1,644,037 | 29.4% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $561.4K | 5,048,948 | 0.1% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $452.4K | 9,771,293 | 0.1% |
| Purecycle Technologies Inc(PCT) | COM | 74623V103 | $438.2K | 17,182,391 | 0.1% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $413.7K | 12,753,228 | 0.1% |
| Impinj Inc(PI) | COM | 453204109 | $250.1K | 4,397,337 | 0.1% |
| Aeva Technologies Inc | COM | 00835Q103 | $237.6K | 20,479,320 | 0.0% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $229.1K | 1,890,889 | 0.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $128.2K | 790,736 | 0.0% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $121.6K | 765,469 | 0.0% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $101.1K | 2,244,729 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $73.9K | 241,025 | 0.0% |
| 21Vianet Group Inc(VNET) | SPONSORED ADS A | 90138A103 | $62.6K | 1,939,235 | 0.0% |
| Chindata Group Hldgs LTD | ADS | 16955F107 | $62.5K | 3,777,937 | 0.0% |
| Yatsen Hldg LTD | ADS | 985194109 | $57.3K | 4,641,810 | 0.0% |
| Sunnova Energy Intl Inc.(NOVAQ) | COM | 86745K104 | $46.1K | 1,128,898 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $34.7K | 258,935 | 0.0% |
| Youdao Inc(DAO) | SPONSORED ADS | 98741T104 | $31.3K | 1,312,403 | 0.0% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $29.2K | 1,376,748 | 0.0% |
| MYT Netherlands Parent B V(LUXE) | ADS | 55406W103 | $19.5K | 689,017 | 0.0% |
| Zhihu Inc | ADS | 98955N108 | $19.5K | 2,400,000 | 0.0% |
| Onespan Inc(OSPN) | COM | 68287N100 | $16.2K | 662,939 | 0.0% |
| China Online ED Group | SPONSORED ADR | 16954L105 | $8.3K | 409,413 | 0.0% |
| Cloopen Group Holding Limite | ADS | 18900M104 | $1.1K | 83,181 | 0.0% |