Q1 2021 Holdings
Filed 2021-05-06 | 17 holdings | $566.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $214.0K | 2,000 | 37.8% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $84.6K | 420,000 | 14.9% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $79.8K | 946,500 | 14.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $72.8K | 109,000 | 12.9% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $50.9K | 380,000 | 9.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $30.4K | 57,000 | 5.4% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $19.2K | 86,000 | 3.4% |
| Analog Devices Inc(ADI) | COM | 032654105 | $7.3K | 47,000 | 1.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.9K | 620 | 0.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.2K | 600 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $884 | 3,000 | 0.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $882 | 10,000 | 0.2% |
| Intel Corp(INTC) | COM | 458140100 | $640 | 10,000 | 0.1% |
| Direxion SHS ETF TR | DLY SEMICNDTR BR | 25460G690 | $489 | 50,000 | 0.1% |
| Square Inc(XYZ) | CL A | 852234103 | $454 | 2,000 | 0.1% |
| Zhihu Inc | ADS | 98955N108 | $435 | 53,698 | 0.1% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $344 | 1,500 | 0.1% |