Q4 2022 Holdings
Filed 2023-01-27 | 15 holdings | $739.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $198.7M | 5,707,586 | 26.9% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $99.5M | 905,200 | 13.5% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $96.0M | 1,482,500 | 13.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $87.2M | 1,743,900 | 11.8% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $66.5M | 815,000 | 9.0% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $62.7M | 19,464,523 | 8.5% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $61.2M | 535,100 | 8.3% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $12.0M | 48,400 | 1.6% |
| Vaneck ETF Trust(OIH) | OIL SERVICES ETF | 92189H607 | $10.5M | 34,400 | 1.4% |
| Disney Walt Co(DIS) | COM | 254687106 | $10.3M | 118,100 | 1.4% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $9.6M | 1,364,386 | 1.3% |
| Ishares TR(IGV) | EXPANDED TECH | 464287515 | $9.0M | 35,300 | 1.2% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $9.0M | 441,900 | 1.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.7M | 41,900 | 0.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $3.1M | 60,200 | 0.4% |