Q1 2026 Holdings
Filed 2026-05-12 | 16 holdings | $339.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $72.0M | 704,489 | 21.2% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $66.7M | 4,980,130 | 19.7% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $54.1M | 6,522,380 | 16.0% |
| Onto Innovation Inc(ONTO) | COM | 683344105 | $39.8M | 193,838 | 11.7% |
| Amer Sports Inc(AS) | COM SHS | G0260P102 | $32.9M | 1,000,334 | 9.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $18.5M | 64,476 | 5.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $13.6M | 65,416 | 4.0% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $8.9M | 45,906 | 2.6% |
| Lexinfintech Hldgs LTD(LX) | ADR | 528877103 | $8.3M | 3,800,265 | 2.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $6.6M | 37,810 | 1.9% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $5.7M | 41,607 | 1.7% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $4.5M | 89,838 | 1.3% |
| ZTO Express Cayman in(ZTO) | SPONSORED ADS A | 98980A105 | $2.8M | 112,444 | 0.8% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $2.7M | 8,009 | 0.8% |
| Unity Software Inc(U) | COM | 91332U101 | $1.6M | 73,389 | 0.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $345.5K | 2,754 | 0.1% |