Q4 2013 Holdings
Filed 2014-02-12 | 18 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $264.8K | 1,488,550 | 18.1% |
| Google Inc | CL A | 38259P508 | $251.5K | 224,434 | 17.2% |
| Mead Johnson Nutrition Co | COM | 582839106 | $146.7K | 1,751,900 | 10.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $133.3K | 1,933,808 | 9.1% |
| Veeco Instrs Inc del(VECO) | COM | 922417100 | $83.5K | 2,535,933 | 5.7% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $78.6K | 1,043,453 | 5.4% |
| Youku Tudou Inc | SPONSORED ADR | 98742U100 | $77.3K | 2,552,383 | 5.3% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $64.1K | 765,500 | 4.4% |
| Hexcel Corp New(HXL) | COM | 428291108 | $61.5K | 1,375,607 | 4.2% |
| TAL ED Group(TAL) | ADS REPSTG COM | 874080104 | $59.9K | 2,723,337 | 4.1% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $54.5K | 2,315,782 | 3.7% |
| Micron Technology Inc(MU) | COM | 595112103 | $51.4K | 2,361,697 | 3.5% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $35.3K | 920,000 | 2.4% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $26.9K | 325,000 | 1.8% |
| Starbucks Corp(SBUX) | COM | 855244109 | $24.3K | 310,350 | 1.7% |
| Mindray Medical Intl LTD | SPON ADR | 602675100 | $23.9K | 656,715 | 1.6% |
| Varian MED SYS Inc(VAREUR) | COM | 92220P105 | $23.7K | 305,000 | 1.6% |
| Qunar Cayman IS LTD | SPNS ADR CL B | 74906P104 | $663 | 25,000 | 0.0% |