Q1 2023 Holdings
Filed 2023-05-15 | 18 holdings | $87.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $9.2M | 107,800 | 10.5% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $6.9M | 428,214 | 7.8% |
| Servicenow Inc(NOW) | COM | 81762P102 | $6.8M | 14,700 | 7.8% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $6.7M | 211,200 | 7.6% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $6.7M | 261,600 | 7.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $5.7M | 108,900 | 6.5% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $5.5M | 72,400 | 6.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.2M | 50,400 | 5.9% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $5.2M | 24,450 | 5.9% |
| Okta Inc(OKTA) | CL A | 679295105 | $5.1M | 59,241 | 5.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $4.9M | 47,000 | 5.6% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $4.4M | 575,400 | 5.0% |
| Uipath Inc(PATH) | CL A | 90364P105 | $4.2M | 237,000 | 4.7% |
| U S Xpress Enterprises Inc(7S3) | COM CL A | 90338N202 | $3.0M | 501,129 | 3.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.9M | 13,000 | 3.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $2.2M | 21,700 | 2.5% |
| Xpeng Inc(XPEV) | ADS | 98422D105 | $1.7M | 154,400 | 2.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $1.4M | 152,700 | 1.6% |