Q2 2026 Holdings
Filed 2026-08-14 | 6 holdings | $400.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $245.3M | 7,714,695 | 61.3% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $87.0M | 10,716,590 | 21.8% |
| RLX Technology Inc(RLX) | SPONSORED ADS | 74969N103 | $25.3M | 13,322,760 | 6.3% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $20.8M | 9,064,639 | 5.2% |
| Power Solutions Intl Inc(PSIX) | COM NEW | 73933G202 | $11.0M | 283,940 | 2.8% |
| Bitwise Hyperliquid ETF(BHYP) | COM SHS BEN INT | 09175T106 | $10.5M | 285,363 | 2.6% |