Q2 2022 Holdings
Filed 2022-08-11 | 10 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 | $211.9K | 3,168,597 | 19.9% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $210.4K | 5,522,130 | 19.8% |
| Freshworks Inc(FRSH) | CLASS A COM | 358054104 | $152.5K | 11,595,886 | 14.3% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $143.2K | 5,216,500 | 13.5% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $98.0K | 5,461,200 | 9.2% |
| Unity Software Inc(U) | COM | 91332U101 | $96.7K | 2,625,200 | 9.1% |
| Full Truck Alliance(YMM) | SPONSORED ADS | 35969L108 | $79.5K | 8,771,255 | 7.5% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $34.0K | 1,016,800 | 3.2% |
| Chindata Group Hldgs LTD | ADS | 16955F107 | $31.9K | 4,112,128 | 3.0% |
| Dingdong Cayman LTD(DDL) | ADS | 25445D101 | $5.9K | 1,069,233 | 0.6% |