Q4 2021 Holdings
Filed 2022-02-07 | 9 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $458.4K | 2,049,097 | 40.6% |
| Unity Software Inc(U) | COM | 91332U101 | $221.9K | 1,552,000 | 19.7% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $169.1K | 4,529,292 | 15.0% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $136.6K | 4,838,800 | 12.1% |
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $80.5K | 3,065,686 | 7.1% |
| Full Truck Alliance(YMM) | SPONSORED ADS | 35969L108 | $30.7K | 3,669,255 | 2.7% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $12.4K | 355,200 | 1.1% |
| Yatsen Hldg LTD | ADS | 985194109 | $10.7K | 4,989,700 | 0.9% |
| Dingdong Cayman LTD(DDL) | ADS | 25445D101 | $9.0K | 554,073 | 0.8% |