Q4 2019 Holdings
Filed 2020-02-14 | 11 holdings | $845.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $142.6K | 3,546,568 | 16.9% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $141.8K | 2,941,300 | 16.8% |
| Noah Hldgs LTD(NOAH) | SPON ADS CL A | 65487X102 | $103.0K | 2,911,732 | 12.2% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $88.7K | 3,800,700 | 10.5% |
| Joyy Inc(JOYY) | ADS REPSTG COM A | 46591M109 | $87.6K | 1,659,068 | 10.4% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $87.1K | 3,805,412 | 10.3% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $82.5K | 3,909,400 | 9.8% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $51.2K | 1,277,752 | 6.1% |
| Uxin LTD | ADS | 91818X108 | $31.8K | 14,051,100 | 3.8% |
| Puxin LTD | ADS | 74704P108 | $20.0K | 2,439,638 | 2.4% |
| Rise ED Cayman LTD | SPONSORED ADR | 76761L102 | $9.4K | 1,343,348 | 1.1% |