Q2 2021 Holdings
Filed 2021-08-16 | 18 holdings | $5.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $5.0M | 53,200 | 96.4% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $56.1K | 313,244 | 1.1% |
| New Oriental ED & Technology | SPON ADR | 647581107 | $23.9K | 2,916,000 | 0.5% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $21.6K | 526,072 | 0.4% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $17.9K | 124,000 | 0.3% |
| United Microelectronics Corp(UMC) | SPON ADR NEW | 910873405 | $12.7K | 1,346,128 | 0.2% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $9.7K | 166,800 | 0.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $9.5K | 111,300 | 0.2% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $5.1K | 18,720 | 0.1% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $4.8K | 3,300 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $4.7K | 13,600 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $4.5K | 1,310 | 0.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $4.5K | 37,100 | 0.1% |
| Docusign Inc(DOCU) | COM | 256163106 | $3.1K | 11,200 | 0.1% |
| Vipshop Holdings Limited(VIPS) | SPONSORED ADS A | 92763W103 | $2.9K | 145,900 | 0.1% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $2.2K | 89,000 | 0.0% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $1.5K | 41,300 | 0.0% |
| Didi Global Inc(DIDIY) | SPONSORED ADS | 23292E108 | $212 | 15,000 | 0.0% |