Q2 2026 Holdings
Filed 2026-08-10 | 11 holdings | $431.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sandisk Corp(SNDK) | COM | 80004C200 | $182.6M | 80,319 | 42.3% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $98.8M | 1,294,753 | 22.9% |
| Micron Technology Inc(MU) | COM | 595112103 | $61.6M | 53,346 | 14.3% |
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $30.9M | 101,945 | 7.1% |
| Dingdong Cayman LTD(DDL) | ADS | 25445D101 | $15.4M | 7,989,001 | 3.6% |
| Waterdrop Inc(WDH) | ADS | 94132V105 | $13.0M | 11,485,432 | 3.0% |
| Cleanspark Inc(CLSK) | COM NEW | 18452B209 | $10.7M | 734,587 | 2.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $8.8M | 24,500 | 2.0% |
| ZKH Group LTD(ZKH) | SPONSORED ADS | 98877R104 | $5.4M | 2,397,979 | 1.3% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $4.1M | 510,383 | 1.0% |
| Superx AI Technology LTD(SUPX) | USD ORD SHS NEW | G5294K110 | $431.2K | 53,897 | 0.1% |