Q3 2024 Holdings
Filed 2024-11-07 | 18 holdings | $338.3M | 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 | $76.2M | 438,700 | 22.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $50.5M | 192,900 | 14.9% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $35.4M | 2,988,220 | 10.5% |
| Synopsys Inc(SNPS) | COM | 871607107 | $25.6M | 50,600 | 7.6% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $21.9M | 180,485 | 6.5% |
| Corning Inc(GLW) | COM | 219350105 | $20.5M | 454,300 | 6.1% |
| GE Vernova Inc(GEV) | COM | 36828A101 | $15.2M | 59,800 | 4.5% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $12.7M | 200,590 | 3.8% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $12.6M | 1,393,600 | 3.7% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $10.9M | 66,700 | 3.2% |
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $10.8M | 528,836 | 3.2% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $10.6M | 61,400 | 3.1% |
| Disney Walt Co(DIS) | COM | 254687106 | $7.3M | 75,700 | 2.2% |
| Unity Software Inc(U) | COM | 91332U101 | $7.2M | 317,400 | 2.1% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $6.2M | 22,920 | 1.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $5.0M | 11,600 | 1.5% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $4.9M | 65,100 | 1.5% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $4.8M | 274,000 | 1.4% |