Q2 2022 Holdings
Filed 2022-08-12 | 21 holdings | $16.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holding Ltd(BABA) | SPONSORED ADS | 01609W102 | $9.1M | 80,300 | 55.8% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $6.8M | 64,100 | 41.6% |
| Chesapeake Energy Corp(EXE) | COM | 165167735 | $348.0K | 4,290 | 2.1% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $8.8K | 27,100 | 0.1% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $5.3K | 9,800 | 0.0% |
| JD.com Inc(JD) | SPON ADR CL A | 47215P106 | $5.2K | 80,500 | 0.0% |
| Yum China Holdings Inc(YUMC) | COM | 98850P109 | $5.1K | 104,500 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $4.9K | 80,000 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $4.8K | 42,600 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $4.6K | 100,300 | 0.0% |
| Full Truck Alliance Co Ltd(YMM) | SPONSORED ADS | 35969L108 | $3.8K | 420,900 | 0.0% |
| M&T Bank Corp(MTB) | COM | 55261F104 | $3.6K | 22,648 | 0.0% |
| Kanzhun Ltd(BZ) | SPONSORED ADS | 48553T106 | $3.3K | 125,920 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $3.2K | 21,200 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $3.2K | 4,696 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $2.5K | 32,300 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.2K | 8,410 | 0.0% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $1.6K | 4,250 | 0.0% |
| GDS Holdings Ltd(GDS) | SPONSORED ADS | 36165L108 | $1.2K | 36,600 | 0.0% |
| Autohome Inc(ATHM) | SP ADS RP CL A | 05278C107 | $1.1K | 27,700 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $766 | 6,300 | 0.0% |