Q1 2025 Holdings
Filed 2025-05-12 | 9 holdings | $302.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amer Sports Inc(AS) | COM SHS | G0260P102 | $95.0M | 3,553,441 | 31.4% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $51.3M | 2,035,891 | 17.0% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $48.6M | 1,016,471 | 16.1% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $38.5M | 3,017,455 | 12.7% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $35.0M | 1,825,485 | 11.6% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $17.8M | 173,472 | 5.9% |
| Tapestry Inc(TPR) | COM | 876030107 | $9.7M | 137,541 | 3.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $6.1M | 38,738 | 2.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $603.3K | 5,872 | 0.2% |