Q2 2021 Holdings
Filed 2021-07-23 | 14 holdings | $590.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tesla Inc(TSLA) | COM | 88160R101 | $117.2K | 172,372 | 19.9% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $101.2K | 2,897,467 | 17.2% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $77.6K | 610,709 | 13.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $58.6K | 213,346 | 9.9% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $46.8K | 1,179,936 | 7.9% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $36.8K | 45,986 | 6.2% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $35.7K | 1,413,320 | 6.0% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $30.5K | 172,200 | 5.2% |
| Didi Global Inc(DIDIY) | SPONSORED ADS | 23292E108 | $28.4K | 2,010,318 | 4.8% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $23.4K | 202,609 | 4.0% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $13.9K | 682,800 | 2.4% |
| New Oriental ED & Technology | SPON ADR | 647581107 | $13.3K | 1,621,461 | 2.3% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $6.4K | 135,070 | 1.1% |
| Dingdong Cayman LTD(DDL) | ADS | 25445D101 | $383 | 10,000 | 0.1% |