Q1 2023 Holdings
Filed 2023-05-15 | 11 holdings | $439.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $153.4M | 3,972,640 | 34.9% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $134.9M | 485,830 | 30.7% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $39.4M | 2,222,100 | 9.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $36.5M | 126,600 | 8.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $24.0M | 231,400 | 5.5% |
| Autohome Inc(ATHM) | SP ADS RP CL A | 05278C107 | $16.3M | 487,800 | 3.7% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $15.2M | 163,350 | 3.5% |
| Unity Software Inc(U) | COM | 91332U101 | $12.4M | 383,200 | 2.8% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $6.8M | 89,150 | 1.5% |
| Kraneshares TR(KWEB) | CSI CHI INTERNET | 500767306 | $486.6K | 15,600 | 0.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $485.4K | 4,750 | 0.1% |