Q1 2024 Holdings
Filed 2024-05-15 | 10 holdings | $453.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $175.9M | 10,031,403 | 38.8% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $140.4M | 4,636,360 | 31.0% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $83.5M | 1,902,794 | 18.4% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $22.8M | 3,140,589 | 5.0% |
| Amer Sports Inc(AS) | COM SHS | G0260P102 | $19.0M | 1,162,956 | 4.2% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $7.0M | 435,926 | 1.5% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $2.4M | 61,316 | 0.5% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $1.1M | 1,221 | 0.2% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $599.4K | 4,406 | 0.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $542.4K | 3,005 | 0.1% |