Q4 2024 Holdings
Filed 2025-01-23 | 9 holdings | $255.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $67.1M | 791,239 | 26.3% |
| Micron Technology Inc(MU) | COM | 595112103 | $51.3M | 609,137 | 20.1% |
| Apple Inc(AAPL) | COM | 037833100 | $50.8M | 202,663 | 19.9% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $40.7M | 265,144 | 15.9% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $20.1M | 1,091,234 | 7.9% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $11.3M | 144,516 | 4.4% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $8.9M | 66,062 | 3.5% |
| Hewlett Packard Enterprise C(HPE) | COM | 42824C109 | $3.5M | 164,163 | 1.4% |
| Jd.com Inc(JD) | SPON ADS CL A | 47215P106 | $1.9M | 54,524 | 0.7% |