Q4 2020 Holdings
Filed 2021-02-16 | 12 holdings | $779.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $462.0M | 1,984,988 | 59.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $311.7M | 1,020,770 | 40.0% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $4.5M | 52,600 | 0.6% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $614.4K | 3,458,334 | 0.1% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $506.9K | 7,088,171 | 0.1% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $412.4K | 3,046,976 | 0.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $160.5K | 1,053,862 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $15.4K | 140,912 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $14.4K | 27,600 | 0.0% |
| GSX Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $12.5K | 241,565 | 0.0% |
| Novocure LTD(NVCR) | ORD SHS | G6674U108 | $11.3K | 65,351 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $5.5K | 38,900 | 0.0% |