Q4 2019 Holdings
Filed 2020-02-14 | 15 holdings | $18.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $7.4M | 204,501 | 40.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $4.2M | 91,738 | 22.7% |
| Applied Optoelectronics Inc(AAOI) | COM | 03823U102 | $3.9M | 324,635 | 20.8% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $2.9M | 88,445 | 15.8% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $44.6K | 1,109,759 | 0.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $27.4K | 509,389 | 0.1% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $17.9K | 994,771 | 0.1% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $15.8K | 328,183 | 0.1% |
| Jinkosolar Hldg Co LTD(JKS) | SPONSORED ADR | 47759T100 | $12.3K | 546,513 | 0.1% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $8.8K | 233,052 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $5.4K | 42,629 | 0.0% |
| II VI Inc | COM | 902104108 | $3.1K | 90,760 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $1.0K | 28,700 | 0.0% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $936 | 23,369 | 0.0% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $393 | 38,081 | 0.0% |