Q2 2021 Holdings
Filed 2021-08-16 | 26 holdings | $183.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $102.6M | 1,092,700 | 56.0% |
| Biontech SE(BNTX) | SPONSORED ADS | 09075V102 | $63.5M | 283,508 | 34.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $9.1M | 172,379 | 5.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $6.8M | 11,199 | 3.7% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $887.0K | 3,500 | 0.5% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $244.9K | 1,928,058 | 0.1% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $33.0K | 1,086,064 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $16.5K | 60,162 | 0.0% |
| HH&L Acquisition Co | SHS CL A | G39714103 | $14.6K | 1,500,000 | 0.0% |
| Cree Inc | COM | 225447101 | $13.6K | 139,268 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $12.2K | 45,132 | 0.0% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $11.2K | 46,239 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $9.2K | 66,900 | 0.0% |
| Jinkosolar Hldg Co LTD(JKS) | SPONSORED ADR | 47759T100 | $6.7K | 119,000 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $5.7K | 3,913 | 0.0% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $5.2K | 335,617 | 0.0% |
| Doordash Inc(DASH) | CL A | 25809K105 | $4.0K | 22,371 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $3.4K | 4,296 | 0.0% |
| Kulicke & Soffa Inds Inc(KLIC) | COM | 501242101 | $2.9K | 47,300 | 0.0% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $2.3K | 44,290 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $793 | 2,837 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $612 | 1,761 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $477 | 2,000 | 0.0% |
| Agrify Corp | COM | 00853E107 | $440 | 37,000 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $415 | 600 | 0.0% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $408 | 7,000 | 0.0% |