Q2 2023 Holdings
Filed 2023-08-17 | 8 holdings | $331.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | AMERICAN DEP | 722304102 | $143.4M | 2,074,300 | 43.3% |
| Vipshop Holdings Limited(VIPS) | SPONSORED ADS A | 92763W103 | $65.6M | 3,976,538 | 19.8% |
| Qifu Technology Inc(QFIN) | AMERICAN DEP | 88557W101 | $50.3M | 2,909,708 | 15.2% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $29.9M | 1,982,745 | 9.0% |
| Doordash Inc(DASH) | CL A | 25809K105 | $29.3M | 382,914 | 8.8% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $11.4M | 197,027 | 3.5% |
| SO Young International Inc(SY) | SPONSORED ADS | 83356Q108 | $944.3K | 513,222 | 0.3% |
| Atour Lifestyle Holdings LTD(ATAT) | SPONSORED ADS | 04965M106 | $422.2K | 26,000 | 0.1% |