Q4 2020 Holdings
Filed 2021-02-08 | 23 holdings | $995.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tesla Inc(TSLA) | COM | 88160R101 | $230.2K | 326,200 | 23.1% |
| New Oriental ED & Technology | SPON ADR | 647581107 | $148.2K | 797,500 | 14.9% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $121.1K | 1,378,000 | 12.2% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $107.0K | 672,600 | 10.7% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $105.5K | 593,863 | 10.6% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $79.3K | 1,626,442 | 8.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $68.3K | 130,700 | 6.9% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $37.8K | 615,000 | 3.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $33.4K | 150,000 | 3.4% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $33.2K | 520,000 | 3.3% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $20.5K | 103,000 | 2.1% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $5.3K | 200,000 | 0.5% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $1.2K | 8,000 | 0.1% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $935 | 4,000 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $752 | 10,000 | 0.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $714 | 2,000 | 0.1% |
| Square Inc(XYZ) | CL A | 852234103 | $544 | 2,500 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $489 | 150 | 0.0% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $371 | 10,000 | 0.0% |
| Iclick Interactive Asia Grou | SPONSORED ADR | 45113Y104 | $342 | 40,000 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $305 | 1,200 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $255 | 1,500 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $222 | 1,000 | 0.0% |