Q4 2022 Holdings
Filed 2023-02-09 | 25 holdings | $222.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $83.7M | 1,026,120 | 37.5% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $25.0M | 929,020 | 11.2% |
| Tesla Inc(TSLA) | COM | 88160R101 | $21.3M | 173,000 | 9.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $16.0M | 190,000 | 7.2% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $12.2M | 350,000 | 5.5% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $11.2M | 803,104 | 5.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $9.8M | 1,390,919 | 4.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $9.7M | 110,409 | 4.4% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $7.5M | 103,720 | 3.4% |
| RLX Technology Inc(RLX) | SPONSORED ADS | 74969N103 | $6.9M | 2,990,890 | 3.1% |
| YUM China Hldgs Inc(YUMC) | COM | 98850P109 | $5.6M | 102,037 | 2.5% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $4.9M | 66,200 | 2.2% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $4.0M | 198,394 | 1.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.6M | 15,000 | 1.6% |
| Jinkosolar Hldg Co LTD(JKS) | SPONSORED ADR | 47759T100 | $996.9K | 24,385 | 0.4% |
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $518.8K | 13,438 | 0.2% |