Q3 2020 Holdings
Filed 2020-11-10 | 20 holdings | $183.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beyond Meat Inc(BYND) | COM | 08862E109 | $114.4M | 688,807 | 62.2% |
| Agora Inc(API) | ADS | 00851L103 | $61.3M | 1,426,518 | 33.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $5.0M | 16,929 | 2.7% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $856.7K | 837,432 | 0.5% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $631.1K | 2,301,353 | 0.3% |
| Tesla Inc(TSLA) | COM | 88160R101 | $507.4K | 1,182,710 | 0.3% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $316.6K | 1,444,287 | 0.2% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $288.0K | 1,024,371 | 0.2% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $215.4K | 1,398,040 | 0.1% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $182.5K | 2,460,758 | 0.1% |
| Illumina Inc(ILMN) | COM | 452327109 | $63.3K | 204,770 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $52.3K | 199,577 | 0.0% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $31.8K | 518,134 | 0.0% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $24.3K | 1,397,174 | 0.0% |
| Xpeng Inc(XPEV) | ADS | 98422D105 | $18.4K | 916,715 | 0.0% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $5.9K | 196,081 | 0.0% |
| Lexinfintech Hldgs LTD(LX) | ADR | 528877103 | $4.2K | 617,372 | 0.0% |
| Ncino Inc | COM | 63947U107 | $2.3K | 29,363 | 0.0% |
| Jinkosolar Hldg Co LTD(JKS) | SPONSORED ADR | 47759T100 | $936 | 23,531 | 0.0% |
| Finvolution Group(FINV) | SPONSORED ADS | 31810T101 | $292 | 158,453 | 0.0% |