Q1 2022 Holdings
Filed 2022-04-26 | 9 holdings | $934.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $293.3K | 2,448,397 | 31.4% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS44332N 10 6 | 44332N106 | $170.0K | 5,152,830 | 18.2% |
| Unity Software Inc(U) | COM | 91332U101 | $154.0K | 1,552,000 | 16.5% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $121.0K | 4,838,800 | 12.9% |
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $120.6K | 6,729,186 | 12.9% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $38.7K | 3,125,300 | 4.1% |
| Full Truck Alliance(YMM) | SPONSORED ADS | 35969L108 | $24.5K | 3,669,255 | 2.6% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $8.8K | 355,200 | 0.9% |
| Dingdong Cayman LTD(DDL) | ADS | 25445D101 | $3.8K | 1,069,233 | 0.4% |