Q4 2019 Holdings
Filed 2020-01-24 | 10 holdings | $188.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $159.5M | 751,937 | 84.7% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $28.2M | 778,450 | 15.0% |
| Cognizant Technology Solutio(CTSH) | CL A | 192446102 | $127.1K | 2,048,748 | 0.1% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $115.0K | 2,395,880 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $103.7K | 1,024,000 | 0.1% |
| Melco Resorts and Entmt LTD(MLCO) | ADR | 585464100 | $96.2K | 3,978,814 | 0.1% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $81.9K | 675,643 | 0.0% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $74.2K | 2,213,198 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $61.1K | 510,380 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $42.3K | 138,005 | 0.0% |