Q1 2020 Holdings
Filed 2020-05-13 | 9 holdings | $608.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $157.1K | 3,546,568 | 25.8% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $126.9K | 2,381,800 | 20.9% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $100.6K | 3,800,700 | 16.5% |
| Joyy Inc(JOYY) | ADS REPSTG COM A | 46591M109 | $88.4K | 1,659,068 | 14.5% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $69.6K | 3,909,400 | 11.4% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $37.9K | 3,168,881 | 6.2% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $20.0K | 694,752 | 3.3% |
| Puxin LTD | ADS | 74704P108 | $7.3K | 1,703,616 | 1.2% |
| Rise ED Cayman LTD | SPONSORED ADR | 76761L102 | $627 | 154,149 | 0.1% |