Q3 2023 Holdings
Filed 2023-11-02 | 10 holdings | $25.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $10.7M | 80,000 | 42.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $2.3M | 5,300 | 9.1% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $2.2M | 40,100 | 8.8% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $2.2M | 75,000 | 8.6% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $2.1M | 21,800 | 8.4% |
| NIO Inc(NIO) | SPON ADS | 62914V106 | $1.9M | 208,800 | 7.4% |
| Xpeng Inc(XPEV) | ADS | 98422D105 | $1.8M | 100,000 | 7.2% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $1.5M | 57,700 | 5.9% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $508.1K | 36,900 | 2.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $2.9K | 34 | 0.0% |