Q2 2024 Holdings
Filed 2024-08-05 | 12 holdings | $396.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Applovin Corp(APP) | COM CL A | 03831W108 | $122.7M | 1,475,000 | 31.0% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $46.4M | 47,900 | 11.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $38.3M | 209,000 | 9.7% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $37.4M | 281,000 | 9.4% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $33.7M | 432,972 | 8.5% |
| Vaneck ETF Trust(GDXJ) | JUNIOR GOLD MINE | 92189F791 | $24.6M | 585,000 | 6.2% |
| Vaneck ETF Trust(GDX) | GOLD MINERS ETF | 92189F106 | $21.7M | 640,000 | 5.5% |
| Wolfspeed Inc(WOLF*) | COM | 977852102 | $15.6M | 685,000 | 3.9% |
| ACM Resh Inc(ACMR) | COM CL A | 00108J109 | $15.3M | 663,199 | 3.9% |
| Cenovus Energy Inc(CVE) | COM | 15135U109 | $14.5M | 735,000 | 3.6% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $13.2M | 260,000 | 3.3% |
| Suncor Energy Inc New(SU) | COM | 867224107 | $12.9M | 339,000 | 3.3% |