Q2 2022 Holdings
Filed 2022-08-15 | 31 holdings | $18.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $12.1M | 106,834 | 64.8% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $6.3M | 143,120 | 33.4% |
| Spdr S&P 500 ETF TR(SPY)Put | TR UNIT | 78462F103 | $182.9K | 484,800 | 1.0% |
| Credo Technology Group Holdi(CRDO) | ORDINARY SHARES | G25457105 | $32.0K | 2,736,750 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $18.1K | 70,568 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $15.1K | 22,459 | 0.1% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $12.9K | 720,948 | 0.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $11.4K | 75,136 | 0.1% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $9.6K | 365,420 | 0.1% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $8.7K | 128,185 | 0.0% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $7.6K | 79,429 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $7.4K | 110,916 | 0.0% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $6.8K | 245,875 | 0.0% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $6.2K | 141,614 | 0.0% |
| Doordash Inc(DASH) | CL A | 25809K105 | $5.9K | 91,704 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $3.8K | 54,260 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $3.4K | 107,580 | 0.0% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $2.7K | 350,000 | 0.0% |
| Euronav NV(CMBT) | SHS | B38564108 | $2.3K | 193,249 | 0.0% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $1.8K | 48,129 | 0.0% |
| Vaneck ETF Trust(VNM) | VANECK VIETNAM | 92189F817 | $1.7K | 118,187 | 0.0% |
| LA Z BOY Inc(LZB) | COM | 505336107 | $1.1K | 46,914 | 0.0% |
| Mister CAR Wash Inc(MCW)Put | COM | 60646V105 | $1.1K | 96,600 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $997 | 1,565 | 0.0% |
| Qiagen NV(QGEN) | SHS NEW | N72482123 | $970 | 20,551 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $908 | 176,245 | 0.0% |
| 10X Genomics Inc(TXG) | CL A COM | 88025U109 | $839 | 18,548 | 0.0% |
| Nanostring Technologies Inc(NSTGEUR) | COM | 63009R109 | $738 | 58,112 | 0.0% |
| Pacific Biosciences Calif in(PACB) | COM | 69404D108 | $733 | 165,844 | 0.0% |
| Douyu Intl Hldgs LTD | SPONSORED ADS | 25985W105 | $232 | 193,322 | 0.0% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $165 | 3,410 | 0.0% |