Q1 2023 Holdings
Filed 2023-05-15 | 16 holdings | $143.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| United STS Oil FD LP(USO)Call | UNITS | 91232N207 | $20.6M | 310,000 | 14.4% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $19.5M | 1,024,140 | 13.6% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $16.6M | 219,010 | 11.6% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $14.1M | 1,850,390 | 9.8% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $8.6M | 165,780 | 6.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $8.0M | 92,783 | 5.6% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $7.9M | 1,669,320 | 5.6% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $7.8M | 290,305 | 5.4% |
| Universal Display Corp(OLED) | COM | 91347P105 | $6.8M | 43,911 | 4.8% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $6.1M | 59,680 | 4.3% |
| Shutterstock Inc(SSTK) | COM | 825690100 | $6.0M | 82,740 | 4.2% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $5.9M | 4,450 | 4.1% |
| Gaotu Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $4.6M | 1,086,463 | 3.2% |
| NU Hldgs LTD(NU)Call | ORD SHS CL A | G6683N103 | $4.3M | 900,000 | 3.0% |
| ACV Auctions Inc(ACVA) | COM CL A | 00091G104 | $4.1M | 320,840 | 2.9% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $2.2M | 68,560 | 1.5% |