Q4 2024 Holdings
Filed 2025-01-31 | 15 holdings | $338.9M | 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 | $88.3M | 447,100 | 26.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $52.6M | 435,700 | 15.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $42.2M | 497,400 | 12.4% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $38.9M | 3,879,504 | 11.5% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $30.6M | 342,600 | 9.0% |
| Corning Inc(GLW) | COM | 219350105 | $27.6M | 581,800 | 8.2% |
| Teradyne Inc(TER) | COM | 880770102 | $14.5M | 115,400 | 4.3% |
| Bitdeer Technologies Group(BTDR) | CL A ORD SHS | G11448100 | $10.4M | 478,900 | 3.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $7.8M | 57,885 | 2.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $7.5M | 17,700 | 2.2% |
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $5.0M | 256,076 | 1.5% |
| Unity Software Inc(U) | COM | 91332U101 | $4.9M | 218,100 | 1.4% |
| Disney Walt Co(DIS) | COM | 254687106 | $4.2M | 37,800 | 1.2% |
| Victorias Secret and Co(VSCO) | COMMON STOCK | 926400102 | $2.4M | 58,800 | 0.7% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $2.1M | 21,300 | 0.6% |