Q4 2023 Holdings
Filed 2024-02-14 | 11 holdings | $608.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $123.4M | 1,186,400 | 20.3% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $100.7M | 1,374,740 | 16.5% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $90.1M | 5,246,000 | 14.8% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $77.3M | 3,789,500 | 12.7% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $69.4M | 474,600 | 11.4% |
| Tesla Inc(TSLA) | COM | 88160R101 | $37.4M | 150,350 | 6.1% |
| Unity Software Inc(U) | COM | 91332U101 | $36.0M | 879,400 | 5.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $33.4M | 239,450 | 5.5% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $25.8M | 52,150 | 4.2% |
| Autohome Inc(ATHM) | SP ADS RP CL A | 05278C107 | $13.7M | 487,700 | 2.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.7M | 4,550 | 0.3% |