Q2 2023 Holdings
Filed 2023-08-11 | 4 holdings | $60.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| ZTO Express (Cayman) Inc(ZTO) | SPONSORED ADS A | 98980A105 | $27.1M | 1,081,315 | 44.7% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $24.7M | 357,302 | 40.7% |
| GDS Holdings Ltd(GDS) | SPONSORED ADS | 36165L108 | $8.1M | 740,969 | 13.4% |
| Kanzhun Ltd(BZ) | SPONSORED ADS | 48553T106 | $690.5K | 45,883 | 1.1% |