Q4 2022 Holdings
Filed 2023-02-07 | 16 holdings | $178.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tesla Inc(TSLA) | COM | 88160R101 | $43.6M | 353,586 | 24.4% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $25.4M | 453,247 | 14.2% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $24.1M | 296,136 | 13.5% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $19.7M | 966,412 | 11.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $18.0M | 242,300 | 10.1% |
| Zoominfo Technologies Inc(GTM) | COMMON STOCK | 98980F104 | $13.9M | 461,697 | 7.8% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $9.0M | 221,640 | 5.0% |
| Lithium Amers Corp New(LAC1EUR) | COM NEW | 53680Q207 | $7.7M | 405,800 | 4.3% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $5.3M | 124,821 | 3.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $5.2M | 100,159 | 2.9% |
| Upwork Inc(UPWK) | CALL | 91688F104 | $3.6M | 347,674 | 2.0% |
| Hywin Hldg LTD | ADS | 44951X104 | $1.1M | 200,000 | 0.6% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $1.1M | 31,710 | 0.6% |
| Scorpio Tankers Inc(STNG) | SHS | Y7542C130 | $411.9K | 7,660 | 0.2% |
| Entegris Inc(ENTG) | COM | 29362U104 | $216.4K | 3,300 | 0.1% |
| Valens Semiconductor LTD(VLN) | ORDINARY SHARES | M9607U115 | $91.2K | 16,982 | 0.1% |