Q2 2021 Holdings
Filed 2021-07-29 | 10 holdings | $1.4M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2021-08-19) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $584.0K | 2,126,768 | 43.0% |
| Unity Software Inc(U) | COM | 91332U101 | $170.5K | 1,552,000 | 12.6% |
| I MAB(NBP) | SPONSORED ADS | 44975P103 | $150.4K | 1,791,496 | 11.1% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $146.9K | 4,838,800 | 10.8% |
| Joyy Inc(JOYY) | ADS REPSTG COM A | 46591M109 | $114.3K | 1,731,968 | 8.4% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $85.8K | 1,624,092 | 6.3% |
| Yatsen Hldg LTD | ADS | 985194109 | $46.8K | 4,989,700 | 3.4% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $45.2K | 897,400 | 3.3% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $20.0K | 54,436,441 | 1.5% |
| Huize Hldg LTD | SPONSORED ADS | 44473E105 | $11.0K | 1,836,076 | 0.8% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $3.4K | 136,477 | 0.3% |