Q1 2023 Holdings
Filed 2023-05-15 | 10 holdings | $505.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ke Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $188.4M | 10,000,000 | 37.3% |
| Alibaba Group Hldg Ltd(BABA) | SPONSORED ADS | 01609W102 | $102.2M | 1,000,000 | 20.2% |
| iQIYI Inc(IQ) | SPONSORED ADS | 46267X108 | $64.3M | 8,834,850 | 12.7% |
| Full Truck Alliance Co Ltd(YMM) | SPONSORED ADS | 35969L108 | $57.4M | 7,545,643 | 11.4% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $37.7M | 250,000 | 7.5% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $27.9M | 975,000 | 5.5% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $13.3M | 175,000 | 2.6% |
| ProShares Tr | ULTRAPRO SHT QQQ | 74347G432 | $5.3M | 181,534 | 1.1% |
| Tuniu Corp(TOUR) | SPONSORED ADS | 89977P106 | $4.5M | 2,395,395 | 0.9% |
| Agora Inc(API) | ADS | 00851L103 | $4.3M | 1,200,000 | 0.9% |