Q3 2021 Holdings
Filed 2021-11-15 | 9 holdings | $180.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $44.1K | 789,300 | 24.4% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $27.2K | 85,400 | 15.1% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $25.8K | 284,200 | 14.3% |
| Mosaic Co New(MOS) | COM | 61945C103 | $24.5K | 686,800 | 13.6% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $21.2K | 293,100 | 11.7% |
| Plug Power Inc(PLUG) | COM NEW | 72919P202 | $13.5K | 530,300 | 7.5% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $12.5K | 47,300 | 7.0% |
| Altimeter Growth Corp | CL A | G0370L108 | $9.8K | 955,110 | 5.4% |
| New Oriental ED & Technology | SPON ADR | 647581107 | $1.7K | 804,900 | 0.9% |