Q3 2023 Holdings
Filed 2023-11-14 | 10 holdings | $603.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $142.9M | 2,440,640 | 23.7% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $84.6M | 5,285,700 | 14.0% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $83.5M | 3,224,200 | 13.8% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $80.0M | 183,800 | 13.2% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $78.2M | 899,800 | 12.9% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $33.3M | 339,700 | 5.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $31.3M | 239,450 | 5.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $27.7M | 87,750 | 4.6% |
| Unity Software Inc(U) | COM | 91332U101 | $27.6M | 879,400 | 4.6% |
| Autohome Inc(ATHM) | SP ADS RP CL A | 05278C107 | $14.8M | 487,700 | 2.5% |