Q4 2024 Holdings
Filed 2025-02-14 | 17 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $409.5M | 5,414,100 | 33.5% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $219.8M | 9,201,950 | 18.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $204.9M | 1,037,480 | 16.8% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $111.3M | 1,147,760 | 9.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $65.9M | 490,450 | 5.4% |
| Apple Inc(AAPL) | COM | 037833100 | $53.7M | 214,550 | 4.4% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $45.8M | 4,234,400 | 3.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $44.4M | 234,360 | 3.6% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $30.5M | 475,440 | 2.5% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $20.4M | 1,513,600 | 1.7% |
| Alphabet Inc(GOOGL)Call | CAP STK CL A | 02079K305 | $6.7M | 35,500 | 0.6% |
| PDD Holdings Inc(PDD)Call | SPONSORED ADS | 722304102 | $6.3M | 65,000 | 0.5% |
| Autohome Inc(ATHM) | SP ADS RP CL A | 05278C107 | $913.4K | 35,200 | 0.1% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $441.9K | 18,600 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $400.4K | 950 | 0.0% |
| Palantir Technologies Inc(PLTR)Call | CL A | 69608A108 | $211.8K | 2,800 | 0.0% |
| Gaotu Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $139.8K | 63,850 | 0.0% |