Q3 2025 Holdings
Filed 2025-11-12 | 7 holdings | $187.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $46.3M | 190,090 | 24.7% |
| LI Auto Inc(LI) | ADR | 50202M102 | $45.2M | 1,781,895 | 24.1% |
| Amer Sports Inc(AS) | COM SHS | G0260P102 | $36.8M | 1,060,309 | 19.7% |
| Onto Innovation Inc(ONTO) | COM | 683344105 | $28.2M | 218,601 | 15.1% |
| Lexinfintech Hldgs LTD(LX) | ADR | 528877103 | $15.5M | 2,899,649 | 8.2% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $13.0M | 244,534 | 6.9% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $2.5M | 13,414 | 1.3% |