Q4 2020 Holdings
Filed 2021-02-03 | 21 holdings | $146.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Agora Inc(API) | ADS | 00851L103 | $57.1M | 1,444,218 | 39.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $47.7M | 204,843 | 32.6% |
| Beyond Meat Inc(BYND) | COM | 08862E109 | $37.2M | 297,333 | 25.4% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $965.5K | 852,932 | 0.7% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $779.1K | 2,298,953 | 0.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $733.2K | 1,039,049 | 0.5% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $423.5K | 2,118,139 | 0.3% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $409.1K | 2,302,795 | 0.3% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $278.3K | 1,398,040 | 0.2% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $219.3K | 805,424 | 0.2% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $140.1K | 923,683 | 0.1% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $60.3K | 2,090,601 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $47.7K | 437,504 | 0.0% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $36.3K | 589,686 | 0.0% |
| Xpeng Inc(XPEV) | ADS | 98422D105 | $16.8K | 391,300 | 0.0% |
| Lexinfintech Hldgs LTD(LX) | ADR | 528877103 | $4.8K | 723,372 | 0.0% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $1.8K | 62,783 | 0.0% |
| Ncino Inc | COM | 63947U107 | $1.7K | 23,553 | 0.0% |
| Jinkosolar Hldg Co LTD(JKS) | SPONSORED ADR | 47759T100 | $751 | 12,131 | 0.0% |
| Finvolution Group(FINV) | SPONSORED ADS | 31810T101 | $423 | 158,453 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $164 | 3,544 | 0.0% |