Q4 2022 Holdings
Filed 2023-02-13 | 7 holdings | $400.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $139.6M | 10,000,000 | 34.9% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $88.1M | 1,000,000 | 22.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $87.6M | 766,174 | 21.9% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $40.0M | 5,000,000 | 10.0% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $26.9M | 1,000,000 | 6.7% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $16.3M | 200,000 | 4.1% |
| Agora Inc(API) | ADS | 00851L103 | $1.5M | 390,000 | 0.4% |