Q1 2020 Holdings
Filed 2020-05-12 | 221 holdings | $325.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Joyy Inc(JOYY) | ADS REPSTG A | 46591M109 | $49.3K | 926,053 | 0.0% |
| Momo Inc | ADR | 60879B107 | $52.1K | 2,402,562 | 0.0% |
| GSX Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $56.7K | 1,339,422 | 0.0% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $57.3K | 806,817 | 0.0% |
| Trip Group LTD(CLV) | ADS | 89677Q107 | $68.1K | 2,904,720 | 0.0% |
| 58 Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $69.9K | 1,433,872 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $74.3K | 4,175,006 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $91.2K | 2,531,371 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $103.1K | 321,374 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $104.8K | 6,727,079 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $113.5K | 2,130,190 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $145.3K | 1,441,757 | 0.0% |
| Bloom Energy Corp(BE) | CL A | 093712107 | $165.0K | 31,615 | 0.1% |
| JD Inc(JD) | SPON ADR CL A | 47215P106 | $175.1K | 4,322,702 | 0.1% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $215.0K | 3,274 | 0.1% |
| Cummins Inc(CMI) | COM | 231021106 | $446.0K | 3,294 | 0.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $449.0K | 1,573 | 0.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $644.0K | 14,167 | 0.2% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $17.0M | 609,325 | 5.2% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $72.8M | 3,107,256 | 22.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $232.0M | 1,192,768 | 71.3% |