Q2 2021 Holdings
Filed 2021-07-15 | 5 holdings | $240.4K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2022-03-07) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vipshop Holdings Limited(VIPS)A | SPONSORED ADS A | 92763W103 | $251.2K | 12,511,761 | 23.4% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $231.0K | 1,862,582 | 21.6% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $216.8K | 789,366 | 20.2% |
| Facebook Inc(META) | CL A | 30303M102 | $175.3K | 504,067 | 16.4% |
| Pinduoduo Inc(PDD)A | SPONSORED ADS | 722304102 | $95.4K | 751,226 | 39.7% |
| Jd.com Inc(JD)A | SPON ADR CL A | 47215P106 | $91.9K | 1,151,100 | 38.2% |
| 21Vianet Group Inc(VNET) | SPONSORED ADS A | 90138A103 | $80.2K | 3,493,749 | 7.5% |
| Dada Nexus LTD(D0A) | ADR | 23344D108 | $55.7K | 1,919,132 | 5.2% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $44.0K | 1,742,800 | 4.1% |
| Full Truck Alliance Co LTD(YMM)A | SPONSORED ADS | 35969L108 | $32.9K | 1,613,553 | 13.7% |
| Kanzhun Limited(BZ)A | SPONSORED ADS | 48553T106 | $14.2K | 357,358 | 5.9% |
| Zhihu Inc | ADS | 98955N108 | $7.9K | 581,737 | 0.7% |
| Tuya Inc(TUYA) | SPONSORED ADS | 90114C107 | $6.9K | 283,305 | 0.6% |
| Didi Global Inc(DIDIY)A | SPONSORED ADS | 23292E108 | $6.1K | 428,000 | 2.5% |
| TAL Education GroupCall | CALL | 874080904 | $2.5K | 928,900 | 0.2% |