Q4 2021 Holdings
Filed 2022-02-14 | 9 holdings | $144.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| ON Semiconductor Corp(ON) | COM | 682189105 | $35.1K | 516,300 | 24.3% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $26.1K | 560,506 | 18.1% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $24.4K | 240,000 | 17.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $21.8K | 310,700 | 15.1% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $14.0K | 66,000 | 9.7% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $8.1K | 186,200 | 5.6% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $7.2K | 82,400 | 5.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $4.7K | 39,300 | 3.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $2.6K | 9,000 | 1.8% |