Q1 2023 Holdings
Filed 2023-05-03 | 14 holdings | $263.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $65.1M | 2,607,990 | 24.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $40.4M | 395,239 | 15.3% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $30.0M | 683,311 | 11.4% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $24.3M | 629,055 | 9.2% |
| Canadian Solar Inc(CSIQ) | COM | 136635109 | $19.2M | 483,365 | 7.3% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $18.3M | 486,500 | 7.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $13.4M | 222,400 | 5.1% |
| Caterpillar Inc(CAT) | COM | 149123101 | $12.4M | 54,000 | 4.7% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $11.5M | 130,000 | 4.4% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $6.9M | 364,104 | 2.6% |
| BHP Group LTD(BHP) | SPONSORED ADS | 088606108 | $6.5M | 102,733 | 2.5% |
| Jinkosolar Hldg Co LTD(JKS) | SPONSORED ADR | 47759T100 | $6.5M | 127,500 | 2.5% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $5.5M | 275,707 | 2.1% |
| ACM Resh Inc(ACMR) | COM CL A | 00108J109 | $3.2M | 273,841 | 1.2% |