Q2 2019 Holdings
Filed 2019-08-13 | 12 holdings | $972.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $207.6K | 6,249,868 | 21.4% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $124.1K | 3,423,652 | 12.8% |
| Noah Hldgs LTD(NOAH) | SPON ADS CL A | 65487X102 | $123.9K | 2,911,732 | 12.7% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $96.2K | 2,524,100 | 9.9% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $94.4K | 3,805,412 | 9.7% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $76.1K | 1,224,730 | 7.8% |
| YY Inc | SPONSORED ADS A | 98426T106 | $74.8K | 1,073,268 | 7.7% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $56.3K | 2,725,300 | 5.8% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $52.0K | 2,720,000 | 5.3% |
| Uxin LTD | ADS | 91818X108 | $29.0K | 13,177,100 | 3.0% |
| Rise ED Cayman LTD | SPONSORED ADR | 76761L102 | $22.8K | 2,389,100 | 2.3% |
| Puxin LTD | ADS | 74704P108 | $15.3K | 2,439,638 | 1.6% |