Q1 2023 Holdings
Filed 2023-05-09 | 8 holdings | $78.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $24.0M | 331,700 | 30.6% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $13.6M | 1,066,200 | 17.3% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $10.0M | 115,600 | 12.7% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $9.1M | 60,000 | 11.5% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $6.8M | 928,600 | 8.6% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $6.6M | 87,100 | 8.4% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $6.5M | 340,100 | 8.2% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $2.2M | 115,400 | 2.7% |