Q2 2021 Holdings
Filed 2021-07-22 | 13 holdings | $125.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $23.2K | 182,897 | 18.5% |
| ACM Resh Inc(ACMR) | COM CL A | 00108J109 | $15.5K | 151,650 | 12.3% |
| Zhihu Inc | ADS | 98955N108 | $14.8K | 1,092,705 | 11.8% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $13.1K | 16,339 | 10.4% |
| Cree Inc | COM | 225447101 | $12.4K | 126,866 | 9.9% |
| Western Digital Corp.(WDC) | COM | 958102105 | $10.3K | 145,000 | 8.2% |
| 360 Digitech Inc(QFIN) | AMERICAN DEP | 88557W101 | $9.8K | 235,000 | 7.8% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $7.0K | 25,313 | 5.5% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $6.5K | 33,000 | 5.1% |
| Douyu Intl Hldgs LTD | SPONSORED ADS | 25985W105 | $5.9K | 866,717 | 4.7% |
| Seagate Technology Hldngs PL(STX) | ORD SHS | G7997R103 | $3.7K | 138,200 | 2.9% |
| Noah Hldgs LTD(NOAH) | SPON ADS CL A | 65487X102 | $3.7K | 77,624 | 2.9% |