Q3 2019 Holdings
Filed 2019-11-12 | 219 holdings | $193.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $39.6K | 4,436,946 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $44.1K | 2,732,309 | 0.0% |
| Momo Inc | ADR | 60879B107 | $46.8K | 1,510,928 | 0.0% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $46.9K | 564,236 | 0.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $48.2K | 976,574 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | SPONSORED ADS | 22943F100 | $53.9K | 1,839,648 | 0.0% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $55.8K | 4,365,783 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $59.5K | 1,737,071 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $63.0K | 236,758 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $98.9K | 3,504,413 | 0.1% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $99.6K | 3,092,357 | 0.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $114.4K | 1,113,324 | 0.1% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $322.0K | 6,015 | 0.2% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $500.0K | 1,737 | 0.3% |
| Cummins Inc(CMI) | COM | 231021106 | $549.0K | 3,375 | 0.3% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $846.0K | 29,169 | 0.4% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $16.2M | 379,147 | 8.4% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $25.7M | 1,822,830 | 13.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $148.5M | 887,850 | 76.6% |