Q3 2024 Holdings
Filed 2024-11-14 | 15 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $290.7M | 7,814,200 | 28.7% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $179.8M | 1,035,050 | 17.8% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $154.7M | 1,147,200 | 15.3% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $91.4M | 5,209,650 | 9.0% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $72.6M | 956,890 | 7.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $60.3M | 496,500 | 6.0% |
| Apple Inc(AAPL) | COM | 037833100 | $50.0M | 214,600 | 4.9% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $39.2M | 1,920,500 | 3.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $38.8M | 233,650 | 3.8% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $23.8M | 1,513,600 | 2.4% |
| Palantir Technologies Inc(PLTR)Call | CL A | 69608A108 | $8.9M | 238,000 | 0.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $796.1K | 1,850 | 0.1% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $397.7K | 1,200 | 0.0% |
| Gaotu Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $360.8K | 92,050 | 0.0% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $146.9K | 16,300 | 0.0% |