Q2 2020 Holdings
Filed 2020-08-07 | 10 holdings | $3.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $2.5M | 11,400 | 76.9% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $132.4K | 2,200,000 | 4.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $127.3K | 335,000 | 4.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $123.7K | 608,000 | 3.9% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $117.0K | 1,711,000 | 3.7% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $73.5K | 290,000 | 2.3% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $70.6K | 430,000 | 2.2% |
| GSX Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $44.1K | 735,000 | 1.4% |
| Tesla Inc(TSLA) | COM | 88160R101 | $43.2K | 40,000 | 1.4% |
| Alibaba Group Hldg LTD(BABA)Call | SPONSORED ADS | 01609W102 | $6.3K | 4,650 | 0.2% |