Q1 2025 Holdings
Filed 2025-04-28 | 119 holdings | $3.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $596.1M | 5,036,389 | 17.1% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $389.9M | 20,338,378 | 11.2% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $345.6M | 23,984,629 | 9.9% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $334.7M | 26,207,165 | 9.6% |
| Qifu Technology Inc(QFIN) | AMERICAN DEP | 88557W101 | $315.8M | 7,032,927 | 9.1% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $299.7M | 14,915,812 | 8.6% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $283.1M | 21,427,983 | 8.1% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $248.4M | 15,839,097 | 7.1% |
| Kraneshares Trust(KCSH) | SUSTAINABLE ULTR | 500767355 | $208.5M | 8,323,400 | 6.0% |
| Kraneshares Trust(KWEB) | CSI CHI INTERNET | 500767306 | $114.1M | 3,268,713 | 3.3% |
| Autohome Inc(ATHM) | SP ADS RP CL A | 05278C107 | $97.6M | 3,520,385 | 2.8% |
| Joyy Inc(JOYY) | ADS REPSTG COM A | 46591M109 | $65.5M | 1,559,646 | 1.9% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $60.8M | 26,905,091 | 1.7% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $41.0M | 4,332,687 | 1.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $13.4M | 24,000 | 0.4% |
| Tesla Inc(TSLA) | COM | 88160R101 | $2.9M | 11,370 | 0.1% |
| Kraneshares Trust | MSCI ALL CHINA | 500767801 | $2.9M | 128,555 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.9M | 7,615 | 0.1% |
| Rivian Automotive Inc(RIVN) | COM CL A | 76954A103 | $2.6M | 211,837 | 0.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $2.4M | 22,329 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $2.3M | 10,508 | 0.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $2.2M | 3,868 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.9M | 10,107 | 0.1% |
| Kraneshares Trust(KEMX) | MSCI EMG EX CH | 500767769 | $1.9M | 68,203 | 0.1% |
| Albemarle Corp(ALB) | COM | 012653101 | $1.6M | 22,817 | 0.0% |
| MP Materials Corp(MP) | COM CL A | 553368101 | $1.4M | 57,999 | 0.0% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $1.3M | 39,080 | 0.0% |
| Lucid Group Inc(CCIVGBP) | COM | 549498103 | $1.3M | 536,135 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.3M | 8,059 | 0.0% |
| Infosys LTD(INFY) | SPONSORED ADR | 456788108 | $1.1M | 59,588 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $788.5K | 5,099 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $782.3K | 5,995 | 0.0% |
| Salesforce Inc(CRM) | COM | 79466L302 | $768.6K | 2,864 | 0.0% |
| Nebius Group N.V.(NBIS) | SHS CLASS A | N97284108 | $743.4K | 35,214 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $736.4K | 925 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $642.5K | 1,753 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $609.8K | 1,740 | 0.0% |
| Plug Power Inc(PLUG) | COM NEW | 72919P202 | $608.7K | 450,901 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $608.0K | 6,824 | 0.0% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $589.3K | 6,982 | 0.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $542.6K | 8,793 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $534.5K | 274 | 0.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $533.5K | 1,391 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $526.1K | 963 | 0.0% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $519.2K | 1,672 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $511.4K | 13,858 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $503.0K | 8,380 | 0.0% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $497.7K | 1,629 | 0.0% |
| Amphenol Corp New(APH) | CL A | 032095101 | $496.6K | 7,572 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $493.4K | 8,090 | 0.0% |