Q3 2022 Holdings
Filed 2022-11-14 | 18 holdings | $21.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $13.9M | 220,000 | 65.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.4M | 30,000 | 15.9% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $2.8M | 34,700 | 13.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $945.0K | 2,000 | 4.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $120.3K | 516,580 | 0.6% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $55.8K | 891,500 | 0.3% |
| Tesla Inc(TSLA) | COM | 88160R101 | $52.5K | 198,060 | 0.2% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $23.6K | 470,000 | 0.1% |
| Disney Walt Co(DIS) | COM | 254687106 | $3.9K | 40,867 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.6K | 20,000 | 0.0% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $2.8K | 20,000 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $2.4K | 40,000 | 0.0% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $2.3K | 26,000 | 0.0% |
| Kraneshares TR(KWEB) | CSI CHI INTERNET | 500767306 | $759 | 30,800 | 0.0% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $722 | 16,837 | 0.0% |
| Wolfspeed Inc(WOLF*) | COM | 977852102 | $517 | 5,000 | 0.0% |
| Hyatt Hotels Corp(H) | COM CL A | 448579102 | $154 | 1,898 | 0.0% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $39 | 2,500 | 0.0% |