Q2 2023 Holdings
Filed 2023-08-14 | 11 holdings | $366.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $108.5M | 4,325,170 | 29.6% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $58.5M | 9,813,500 | 16.0% |
| Qifu Technology Inc(QFIN) | AMERICAN DEP | 88557W101 | $45.7M | 2,642,081 | 12.5% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $39.6M | 2,634,005 | 10.8% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $38.9M | 563,248 | 10.6% |
| Noah Hldgs LTD(NOAH) | SPON ADS CL A | 65487X102 | $30.1M | 2,137,372 | 8.2% |
| RLX Technology Inc(RLX) | SPONSORED ADS | 74969N103 | $14.4M | 8,118,395 | 3.9% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $12.1M | 353,236 | 3.3% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $8.4M | 482,503 | 2.3% |
| Atrenew Inc(RERE) | SPONSORED ADS | 00138L108 | $6.0M | 2,069,435 | 1.6% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $4.4M | 294,238 | 1.2% |