Q1 2023 Holdings
Filed 2023-05-01 | 7 holdings | $54.7M | 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 | $20.3M | 413,600 | 37.0% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $17.8M | 471,900 | 32.5% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $7.2M | 252,100 | 13.2% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $4.7M | 122,600 | 8.7% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $3.5M | 55,500 | 6.4% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $834.9K | 11,000 | 1.5% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $364.0K | 50,000 | 0.7% |