Q2 2026 Holdings
Filed 2026-08-12 | 11 holdings | $339.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $119.2M | 1,562,304 | 35.1% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $82.2M | 10,127,735 | 24.2% |
| Kanzhun Limited(BZ) | ADR | 48553T106 | $64.5M | 5,007,947 | 19.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $23.2M | 41,137 | 6.8% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $12.7M | 34,511 | 3.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $9.7M | 40,877 | 2.9% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $8.5M | 17,771 | 2.5% |
| Lexinfintech Hldgs LTD(LX) | ADR | 528877103 | $7.5M | 3,800,265 | 2.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $4.1M | 18,206 | 1.2% |
| Kaspi KZ JSC(KSPI) | SPONSORED ADS | 48581R205 | $4.1M | 46,855 | 1.2% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $3.8M | 95,211 | 1.1% |