Q4 2022 Holdings
Filed 2023-02-08 | 19 holdings | $321.9M | 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 | $175.9M | 1,996,600 | 54.6% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $73.8M | 1,140,000 | 22.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $68.9M | 820,000 | 21.4% |
| Atlassian Corporation(TEAM) | CL A | 049468101 | $1.9M | 15,000 | 0.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $887.0K | 10,000 | 0.3% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $361.1K | 4,427,900 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $81.8K | 341,000 | 0.0% |
| Kraneshares TR(KWEB) | CSI CHI INTERNET | 500767306 | $40.0K | 1,325,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $4.0K | 33,000 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $3.9K | 32,060 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $2.5K | 8,440 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $1.6K | 20,000 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $1.4K | 14,668 | 0.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $1.4K | 10,000 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $1.3K | 15,400 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $1.1K | 10,000 | 0.0% |
| Robinhood Mkts Inc(HOOD) | COM CL A | 770700102 | $1.1K | 130,000 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $1.0K | 10,000 | 0.0% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $741 | 20,000 | 0.0% |