Q3 2023 Holdings
Filed 2023-11-14 | 10 holdings | $383.9M | 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 | $112.7M | 4,663,161 | 29.4% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $89.4M | 9,813,500 | 23.3% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $40.8M | 469,617 | 10.6% |
| Qifu Technology Inc(QFIN) | AMERICAN DEP | 88557W101 | $40.1M | 2,610,404 | 10.4% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $38.0M | 2,504,652 | 9.9% |
| Noah Hldgs LTD(NOAH) | SPON ADS CL A | 65487X102 | $23.5M | 1,880,865 | 6.1% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $13.5M | 137,298 | 3.5% |
| RLX Technology Inc(RLX) | SPONSORED ADS | 74969N103 | $12.3M | 8,118,395 | 3.2% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $9.0M | 531,199 | 2.4% |
| Atrenew Inc(RERE) | SPONSORED ADS | 00138L108 | $4.7M | 2,069,435 | 1.2% |