Q1 2023 Holdings
Filed 2023-05-15 | 10 holdings | $267.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices(AMD) | AMD US | 007903107 | $68.1M | 695,000 | 25.4% |
| Scorpio Tankers Inc(STNG) | STNG US | Y7542C130 | $36.9M | 655,000 | 13.8% |
| PDD Holdings Inc(PDD) | PDD US | 722304102 | $33.0M | 435,000 | 12.3% |
| BP PLC(BP) | BP US | 055622104 | $32.8M | 865,625 | 12.3% |
| Occidental Petroleum Corp(OXY) | OXY US | 674599105 | $22.5M | 360,000 | 8.4% |
| ZTO Express Cayman Inc(ZTO) | ZTO US | 98980A105 | $21.8M | 760,951 | 8.1% |
| H World Group LTD(HTHT) | HTHT US | 44332N106 | $18.6M | 380,000 | 7.0% |
| Nvidia Corp(NVDA) | NVDA US | 67066G104 | $12.5M | 45,000 | 4.7% |
| International Seaways Inc(INSW) | INSW US | Y41053102 | $11.2M | 269,617 | 4.2% |
| Staar Surgical Co(STAA) | STAA US | 852312305 | $10.2M | 160,000 | 3.8% |