Q2 2022 Holdings
Filed 2022-08-09 | 24 holdings | $31.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $17.6M | 230,400 | 56.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $8.8M | 80,000 | 28.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.2M | 28,000 | 10.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.1M | 10,000 | 3.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $159.5K | 621,180 | 0.5% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $120.6K | 1,952,000 | 0.4% |
| Tesla Inc(TSLA) | COM | 88160R101 | $86.0K | 127,700 | 0.3% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $13.0K | 137,000 | 0.0% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $12.9K | 92,875 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $6.8K | 45,000 | 0.0% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $5.5K | 125,639 | 0.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $5.4K | 40,000 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $4.9K | 25,000 | 0.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $3.6K | 2,030 | 0.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $3.1K | 48,000 | 0.0% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $1.6K | 180,000 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $1.6K | 5,000 | 0.0% |
| Hyatt Hotels Corp(H) | COM CL A | 448579102 | $1.5K | 20,730 | 0.0% |
| Doordash Inc(DASH) | CL A | 25809K105 | $1.1K | 17,500 | 0.0% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $1.0K | 47,700 | 0.0% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $1.0K | 30,000 | 0.0% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $762 | 20,000 | 0.0% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $651 | 17,000 | 0.0% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $549 | 20,000 | 0.0% |