Q4 2022 Holdings
Filed 2023-02-14 | 15 holdings | $283.5M | 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 | $138.3M | 3,972,640 | 48.8% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $46.8M | 4,361,800 | 16.5% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $46.5M | 317,930 | 16.4% |
| Autohome Inc(ATHM) | SP ADS RP CL A | 05278C107 | $15.7M | 512,100 | 5.5% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $13.6M | 40,420 | 4.8% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $12.2M | 163,350 | 4.3% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $8.2M | 100,850 | 2.9% |
| Kraneshares TR(KWEB) | CSI CHI INTERNET | 500767306 | $471.1K | 15,600 | 0.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $418.4K | 4,750 | 0.1% |
| Walmart Inc(WMT) | COM | 931142103 | $255.2K | 1,800 | 0.1% |
| Etsy Inc(ETSY) | COM | 29786A106 | $233.6K | 1,950 | 0.1% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $232.4K | 3,200 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $222.6K | 9,000 | 0.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $205.4K | 450 | 0.1% |
| Upwork Inc(UPWK) | COM | 91688F104 | $178.5K | 17,100 | 0.1% |