Q2 2023 Holdings
Filed 2023-07-25 | 21 holdings | $228.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $58.0K | 3,784,525 | 25.4% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $54.2K | 131,810 | 23.8% |
| Facebook Inc(META) | CL A | 30303M102 | $35.9K | 125,000 | 15.7% |
| Proshares TR(TQQQ) | ULTRAPRO QQQ | 74347X831 | $23.4K | 570,970 | 10.3% |
| Schrodinger Inc(SDGR) | COM | 80810D103 | $17.8K | 357,200 | 7.8% |
| Recursion Pharmaceuticals in(RXRX) | CL A | 75629V104 | $8.8K | 1,174,200 | 3.8% |
| Ispire Technology Inc(ISPR) | COM | 46501C100 | $8.0K | 875,000 | 3.5% |
| Micron Technology Inc(MU) | COM | 595112103 | $6.3K | 100,000 | 2.8% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $6.1K | 101,600 | 2.7% |
| RLX Technology Inc(RLX) | SPONSORED ADS | 74969N103 | $2.7K | 1,500,000 | 1.2% |
| Yatsen Hldg LTD | ADS | 985194109 | $2.0K | 2,000,000 | 0.9% |
| Atrenew Inc(RERE) | SPONSORED ADS | 00138L108 | $1.5K | 500,000 | 0.6% |
| Lufax Holding LTD | ADS REP SHS CL A | 54975P102 | $1.4K | 1,000,000 | 0.6% |
| Ishares Silver TRCall | CALL | 46428Q909 | $455 | 55,000 | 0.2% |
| Oracle Corp(ORCL) | COM | 68389X105 | $382 | 3,200 | 0.2% |
| Genetron Hldgs LTD | ADS | 37186H100 | $300 | 322,082 | 0.1% |
| Direxion SHS ETF TR(LABUUSD) | SP BIOTCH BL NEW | 25490K323 | $260 | 43,800 | 0.1% |
| Valens Semiconductor LTD(VLN) | ORDINARY SHARES | M9607U115 | $209 | 82,332 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $206 | 6,140 | 0.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $132 | 1,300 | 0.1% |
| Luckin Coffee Inc(LKNCY) | SPONSORED ADS | 54951L109 | $68 | 3,000 | 0.0% |