Q2 2023 Holdings
Filed 2023-07-31 | 15 holdings | $241.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| RLX Technology Inc(RLX) | SPONSORED ADS | 74969N103 | $71.3M | 40,280,110 | 29.6% |
| Microsoft Corp(MSFT)Call | COM | 594918104 | $44.3M | 130,000 | 18.4% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $18.1M | 458,500 | 7.5% |
| Oracle Corp(ORCL) | COM | 68389X105 | $16.7M | 140,200 | 6.9% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $16.4M | 119,500 | 6.8% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $16.0M | 158,500 | 6.6% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $14.4M | 34,050 | 6.0% |
| Gaotu Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $12.2M | 4,226,338 | 5.1% |
| Braze Inc(BRZE) | COM CL A | 10576N102 | $10.1M | 231,127 | 4.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $8.2M | 67,600 | 3.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $7.1M | 20,763 | 2.9% |
| Super Micro Computer Inc(SMCIUSD) | COM | 86800U104 | $3.7M | 14,675 | 1.5% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $2.3M | 38,300 | 0.9% |
| Adagene Inc(ADAG) | ADS | 005329107 | $432.5K | 292,236 | 0.2% |
| YS Biopharma Co LTD | *W EXP 03/15/202 | G9845F117 | $1.8K | 38,857 | 0.0% |