Q1 2024 Holdings
Filed 2024-05-15 | 13 holdings | $740.7M | 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 | $189.0M | 1,388,900 | 25.5% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $148.3M | 6,444,200 | 20.0% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $119.4M | 1,375,540 | 16.1% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $107.1M | 5,223,450 | 14.5% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $46.4M | 51,350 | 6.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $36.0M | 238,350 | 4.9% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $27.7M | 238,500 | 3.7% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $25.5M | 1,540,000 | 3.4% |
| Unity Software Inc(U) | COM | 91332U101 | $23.4M | 876,300 | 3.2% |
| Autohome Inc(ATHM) | SP ADS RP CL A | 05278C107 | $12.8M | 487,700 | 1.7% |
| Palantir Technologies Inc(PLTR)Call | CL A | 69608A108 | $3.2M | 139,000 | 0.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.5M | 3,550 | 0.2% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $500.3K | 1,600 | 0.1% |