Q3 2018 Holdings
Filed 2018-10-16 | 11 holdings | $58.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holding Ltd(BABA) | ADR | 01609W102 | $52.9M | 321,100 | 90.3% |
| Baozun Inc(BZUN) | ADR | 06684L103 | $3.6M | 75,098 | 6.2% |
| Bilibili Inc(BILI) | ADR | 090040106 | $2.0M | 146,157 | 3.4% |
| Alphabet Inc(GOOG) | COM | 02079K107 | $43.8K | 36,730 | 0.1% |
| Netflix Inc(NFLX)Put | COM | 64110L106 | $17.2K | 45,849 | 0.0% |
| Best Inc(BSTIN) | ADR | 08653C106 | $12.4K | 2,092,285 | 0.0% |
| Pinduoduo Inc(PDD)Put | ADR | 722304102 | $6.6K | 250,000 | 0.0% |
| GDS Holdings Ltd(GDS)Put | ADR | 36165L108 | $6.3K | 179,087 | 0.0% |
| JD.com Inc(JD)Put | ADR | 47215P106 | $3.7K | 142,510 | 0.0% |
| Amphenol Corp(APH)Put | COM | 032095101 | $1.7K | 18,600 | 0.0% |
| Alphabet Inc(GOOGL) | COM | 02079K305 | $775 | 642 | 0.0% |