Q2 2021 Holdings
Filed 2021-08-17 | 23 holdings | $508.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $419.9M | 4,470,369 | 82.6% |
| Chegg Inc(CHGG) | COM | 163092109 | $84.9M | 1,021,014 | 16.7% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $642.4K | 4,407,528 | 0.1% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $513.1K | 9,176,192 | 0.1% |
| Purecycle Technologies Inc(PCT) | COM | 74623V103 | $410.2K | 17,343,453 | 0.1% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $344.3K | 12,402,713 | 0.1% |
| Aeva Technologies Inc | COM | 00835Q103 | $268.2K | 25,369,170 | 0.1% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $243.2K | 1,787,378 | 0.0% |
| Impinj Inc(PI) | COM | 453204109 | $226.9K | 4,397,337 | 0.0% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $135.2K | 7,627,843 | 0.0% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $110.6K | 1,969,008 | 0.0% |
| UP Fintech Hldg LTD(TIGR) | SPONSORED ADS | 91531W106 | $93.5K | 3,226,776 | 0.0% |
| MYT Netherlands Parent B V(LUXE) | ADS | 55406W103 | $91.8K | 3,016,434 | 0.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $90.5K | 492,923 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $79.0K | 282,551 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $62.4K | 491,226 | 0.0% |
| Chindata Group Hldgs LTD | ADS | 16955F107 | $61.6K | 4,080,871 | 0.0% |
| Zhihu Inc | ADS | 98955N108 | $44.4K | 3,277,250 | 0.0% |
| Sunnova Energy Intl Inc.(NOVAQ) | COM | 86745K104 | $40.2K | 1,067,130 | 0.0% |
| Youdao Inc(DAO) | SPONSORED ADS | 98741T104 | $28.7K | 1,243,152 | 0.0% |
| Yatsen Hldg LTD | ADS | 985194109 | $27.6K | 2,941,698 | 0.0% |
| Origin Materials Inc(ORGN) | COM | 68622D106 | $12.3K | 1,500,000 | 0.0% |
| China Online ED Group | SPONSORED ADR | 16954L105 | $594 | 75,877 | 0.0% |