Q2 2021 Holdings
Filed 2021-08-16 | 13 holdings | $121.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beyond Meat Inc(BYND) | COM | 08862E109 | $69.0M | 438,100 | 56.6% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $52.6M | 89,770 | 43.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $119.9K | 997,488 | 0.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $62.9K | 229,100 | 0.1% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $35.7K | 112,300 | 0.0% |
| Vipshop Holdings Limited(VIPS) | SPONSORED ADS A | 92763W103 | $34.7K | 1,727,400 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $28.9K | 141,660 | 0.0% |
| Jinkosolar Hldg Co LTD(JKS) | SPONSORED ADR | 47759T100 | $1.3K | 23,765 | 0.0% |
| Missfresh LTD | ADS | 60500F105 | $1.3K | 150,000 | 0.0% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $1.0K | 50,300 | 0.0% |
| ACM Resh Inc(ACMR) | COM CL A | 00108J109 | $399 | 3,900 | 0.0% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $283 | 8,100 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $217 | 800 | 0.0% |