Q1 2026 Holdings
Filed 2026-05-12 | 22 holdings | $303.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $132.3M | 1,294,753 | 43.6% |
| Tesla Inc(TSLA) | COM | 88160R101 | $25.0M | 67,359 | 8.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $22.4M | 128,675 | 7.4% |
| Dingdong Cayman LTD(DDL) | ADS | 25445D101 | $20.5M | 7,989,001 | 6.8% |
| Waterdrop Inc(WDH) | ADS | 94132V105 | $18.3M | 11,485,432 | 6.0% |
| Bitmine Immersion Tecnologie(BMNR) | COM NEW | 09175A206 | $13.4M | 675,176 | 4.4% |
| Taiwan Semiconductor Manufac(TSM) | SPONSORED ADS | 874039100 | $11.3M | 33,480 | 3.7% |
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $9.8M | 72,128 | 3.2% |
| ZKH Group LTD(ZKH) | SPONSORED ADS | 98877R104 | $7.1M | 2,397,979 | 2.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $7.0M | 24,500 | 2.3% |
| Cleanspark Inc(CLSK) | COM NEW | 18452B209 | $6.3M | 734,587 | 2.1% |
| Sharplink Gaming Inc(SBET) | COM NEW | 820014405 | $5.9M | 911,609 | 1.9% |
| Citigroup Inc(C) | COM NEW | 172967424 | $4.3M | 37,944 | 1.4% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $4.2M | 510,383 | 1.4% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $3.8M | 281,563 | 1.2% |
| Strategy Inc(MSTR) | CL A NEW | 594972408 | $3.7M | 30,000 | 1.2% |
| Bank America Corp(BAC) | COM | 060505104 | $2.6M | 52,636 | 0.8% |
| Uranium Energy Corp(UEC) | COM | 916896103 | $2.4M | 178,500 | 0.8% |
| Energy Fuels Inc(UUUU) | COM NEW | 292671708 | $2.0M | 109,769 | 0.7% |
| Bullish(BLSH) | ORD SHS | G16910120 | $785.3K | 21,978 | 0.3% |
| Superx AI Technology LTD(SUPX) | USD ORD SHS NEW | G5294K110 | $431.2K | 53,897 | 0.1% |
| Nuscale PWR Corp(SMR) | CL A COM | 67079K100 | $190.8K | 17,605 | 0.1% |