Q3 2024 Holdings
Filed 2024-11-13 | 12 holdings | $429.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Applovin Corp(APP) | COM CL A | 03831W108 | $159.8M | 1,224,000 | 37.2% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $48.5M | 303,900 | 11.3% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $38.7M | 509,972 | 9.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $36.6M | 219,000 | 8.5% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $35.3M | 262,000 | 8.2% |
| Vaneck ETF Trust(GDXJ) | JUNIOR GOLD MINE | 92189F791 | $29.1M | 597,000 | 6.8% |
| Vaneck ETF Trust(GDX) | GOLD MINERS ETF | 92189F106 | $28.4M | 714,300 | 6.6% |
| ACM Resh Inc(ACMR) | COM CL A | 00108J109 | $23.7M | 1,167,199 | 5.5% |
| Suncor Energy Inc New(SU) | COM | 867224107 | $12.5M | 339,000 | 2.9% |
| Cenovus Energy Inc(CVE) | COM | 15135U109 | $12.3M | 735,000 | 2.9% |
| Wolfspeed Inc(WOLF*) | COM | 977852102 | $4.7M | 485,000 | 1.1% |
| Tesla IncPut | COM | 88160R951 | $76.4K | 200 | 0.0% |