Q1 2024 Holdings
Filed 2024-05-15 | 13 holdings | $430.6M | 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 | $103.9M | 4,959,885 | 24.1% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $93.7M | 8,252,700 | 21.8% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $64.6M | 474,944 | 15.0% |
| Qifu Technology Inc(QFIN) | AMERICAN DEP | 88557W101 | $42.0M | 2,277,404 | 9.7% |
| Gaotu Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $33.1M | 5,059,072 | 7.7% |
| Noah Hldgs LTD(NOAH) | SPON ADS | 65487X102 | $21.5M | 1,880,865 | 5.0% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $16.6M | 190,689 | 3.8% |
| Amer Sports Inc(AS) | COM SHS | G0260P102 | $16.4M | 1,003,800 | 3.8% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $11.7M | 656,316 | 2.7% |
| RLX Technology Inc(RLX) | SPONSORED ADS | 74969N103 | $10.5M | 5,466,231 | 2.4% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $7.2M | 408,857 | 1.7% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $6.0M | 51,200 | 1.4% |
| Atrenew Inc(RERE) | SPONSORED ADS | 00138L108 | $3.6M | 2,069,435 | 0.8% |