Q1 2023 Holdings
Filed 2023-05-12 | 59 holdings | $94.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $2.9M | 38,294 | 3.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $3.1M | 20,300 | 3.3% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $3.2M | 15,893 | 3.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.8M | 13,138 | 4.0% |
| PDD Holdings Inc | NOTE 12/0 | 722304AC6 | $3.8M | $4,000,000 | 4.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $4.0M | 39,043 | 4.2% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $4.6M | 53,000 | 4.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $4.7M | 47,526 | 4.9% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $5.6M | 20,128 | 5.9% |