Q4 2020 Holdings
Filed 2021-02-03 | 14 holdings | $130.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beyond Meat Inc(BYND) | COM | 08862E109 | $58.1M | 464,600 | 44.4% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $44.9M | 89,770 | 34.3% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $27.7M | 323,188 | 21.2% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $72.1K | 661,088 | 0.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $46.3K | 232,573 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $30.2K | 113,473 | 0.0% |
| Jinkosolar Hldg Co LTD(JKS) | SPONSORED ADR | 47759T100 | $24.6K | 397,265 | 0.0% |
| 360 Digitech Inc(QFIN) | AMERICAN DEP | 88557W101 | $17.6K | 1,492,838 | 0.0% |
| Sabre Corp(SABR) | COM | 78573M104 | $1.9K | 155,700 | 0.0% |
| Mogu Inc | SPON ADS | 608012100 | $1.6K | 759,453 | 0.0% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $823 | 31,200 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $528 | 2,376 | 0.0% |
| Xunlei LTD(XNET) | SPONSORED ADR | 98419E108 | $456 | 157,900 | 0.0% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $389 | 13,500 | 0.0% |