Q1 2020 Holdings
Filed 2020-05-13 | 22 holdings | $325.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $257.1M | 1,321,881 | 79.0% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $37.4M | 1,594,946 | 11.5% |
| Beyond Meat Inc(BYND) | COM | 08862E109 | $21.6M | 324,465 | 6.6% |
| Boeing Co(BA) | COM | 097023105 | $8.4M | 56,600 | 2.6% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $291.1K | 698,301 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $169.6K | 323,616 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $97.0K | 581,479 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $63.9K | 1,337,037 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $38.0K | 713,170 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $31.2K | 866,012 | 0.0% |
| Luckin Coffee Inc(LKNCY) | SPONSORED ADS | 54951L109 | $14.1K | 516,893 | 0.0% |
| Lexinfintech Hldgs LTD(LX) | ADR | 528877103 | $9.3K | 1,046,672 | 0.0% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $9.3K | 324,786 | 0.0% |
| EOG RES Inc(EOG) | COM | 26875P101 | $8.8K | 244,820 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $8.4K | 17,041 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $4.0K | 142,400 | 0.0% |
| Jinkosolar Hldg Co LTD(JKS) | SPONSORED ADR | 47759T100 | $3.9K | 261,055 | 0.0% |
| Occidental Pete Corp(OXY) | COM | 674599105 | $2.4K | 210,091 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $449 | 6,000 | 0.0% |
| Tesla Inc | NOTE | 88160RAC5 | $313 | $200,000 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $308 | 1,970 | 0.0% |
| Finvolution Group(FINV) | SPONSORED ADR | 31810T101 | $282 | 158,453 | 0.0% |