Q1 2021 Holdings
Filed 2021-05-14 | 9 holdings | $250.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $248.7M | 897,259 | 99.2% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $798.6K | 6,022,915 | 0.3% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $430.2K | 3,212,976 | 0.2% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $390.1K | 2,923,889 | 0.2% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $303.5K | 5,635,887 | 0.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $14.7K | 27,600 | 0.0% |
| RLX Technology Inc(RLX) | SPONSORED ADS | 74969N103 | $11.1K | 1,070,020 | 0.0% |
| Novocure LTD(NVCR) | ORD SHS | G6674U108 | $9.6K | 72,351 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $5.9K | 50,000 | 0.0% |