Q2 2023 Holdings
Filed 2023-08-14 | 10 holdings | $549.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $162.9M | 385,100 | 29.7% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $156.8M | 3,971,840 | 28.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $70.8M | 207,950 | 12.9% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $37.7M | 2,221,600 | 6.9% |
| Unity Software Inc(U) | COM | 91332U101 | $37.2M | 856,500 | 6.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $27.7M | 231,350 | 5.0% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $19.5M | 1,274,600 | 3.6% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $16.5M | 163,300 | 3.0% |
| Autohome Inc(ATHM) | SP ADS RP CL A | 05278C107 | $14.2M | 487,700 | 2.6% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $5.6M | 80,800 | 1.0% |