Q2 2024 Holdings
Filed 2024-08-14 | 13 holdings | $832.4M | 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 | $210.1M | 1,208,950 | 25.2% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $198.6M | 7,839,400 | 23.9% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $98.9M | 5,187,050 | 11.9% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $74.8M | 962,140 | 9.0% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $72.3M | 543,900 | 8.7% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $63.2M | 511,500 | 7.6% |
| Apple Inc(AAPL) | COM | 037833100 | $45.0M | 213,700 | 5.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $42.7M | 234,300 | 5.1% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $19.9M | 1,531,100 | 2.4% |
| Palantir Technologies Inc(PLTR)Call | CL A | 69608A108 | $5.3M | 208,000 | 0.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.1M | 2,500 | 0.1% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $376.3K | 1,200 | 0.0% |
| Gaotu Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $142.6K | 29,100 | 0.0% |