Q1 2023 Holdings
Filed 2023-05-12 | 18 holdings | $195.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $52.1M | 686,636 | 26.7% |
| Tesla Inc(TSLA) | COM | 88160R101 | $51.4M | 247,586 | 26.3% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $22.6M | 243,300 | 11.6% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $18.4M | 966,412 | 9.4% |
| Futu Hldgs LTD | SPON ADS CL A | 36118L906 | $13.0M | 250,240 | 6.6% |
| Zoominfo Technologies Inc(GTM) | COMMON STOCK | 98980F104 | $11.0M | 446,697 | 5.6% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $6.1M | 124,821 | 3.1% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $6.1M | 138,047 | 3.1% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $5.0M | 663,000 | 2.6% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $4.2M | 48,859 | 2.2% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $2.1M | 31,710 | 1.1% |
| Hywin Hldg LTD | ADS | 44951X104 | $1.3M | 200,000 | 0.7% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $578.1K | 1,500 | 0.3% |
| Crowdstrike Hldgs Inc(CRWD) | CLA | 22788C105 | $576.5K | 4,200 | 0.3% |
| Entegris Inc(ENTG) | COM | 29362U104 | $270.6K | 3,300 | 0.1% |
| Scorpio Tankers Inc(STNG) | SHS | Y7542C130 | $219.6K | 3,900 | 0.1% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $204.3K | 11,000 | 0.1% |
| Valens Semiconductor LTD(VLN) | ORDINARY SHARES | M9607U115 | $143.6K | 45,000 | 0.1% |