Q1 2023 Holdings
Filed 2023-04-20 | 16 holdings | $445.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Micron Technology Inc(MU) | COM | 595112103 | $148.0M | 2,453,300 | 33.2% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $109.0M | 2,823,668 | 24.5% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $46.3M | 1,069,600 | 10.4% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $30.6M | 10,154,622 | 6.9% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $24.9M | 328,000 | 5.6% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $22.3M | 3,483,490 | 5.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $14.0M | 139,600 | 3.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $14.0M | 109,500 | 3.1% |
| Vaneck ETF Trust(OIH) | OIL SERVICES ETF | 92189H607 | $9.5M | 34,400 | 2.1% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $8.4M | 441,900 | 1.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $6.4M | 64,950 | 1.4% |
| Autohome Inc(ATHM) | SP ADS RP CL A | 05278C107 | $4.6M | 137,200 | 1.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $1.9M | 40,800 | 0.4% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.9M | 14,600 | 0.4% |
| Bank America Corp(BAC) | COM | 060505104 | $1.9M | 66,500 | 0.4% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $1.9M | 50,300 | 0.4% |