Q4 2022 Holdings
Filed 2023-01-27 | 8 holdings | $83.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $27.5M | 647,900 | 33.0% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $27.4M | 796,500 | 32.9% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $9.0M | 1,282,300 | 10.8% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $8.8M | 253,200 | 10.6% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $6.8M | 252,100 | 8.1% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $3.0M | 55,500 | 3.6% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $478.0K | 25,000 | 0.6% |
| Hello Group Inc(MOMO) | ADS | 423403104 | $314.3K | 35,000 | 0.4% |