Q2 2023 Holdings
Filed 2023-08-11 | 12 holdings | $527.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ke Holdings Inc(BEKE) | SPONSORED ADS | 482497104 | $148.5M | 10,000,000 | 28.2% |
| Alibaba Group Holding Ltd(BABA) | SPONSORED ADS | 01609W102 | $124.7M | 1,495,600 | 23.7% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $69.1M | 1,000,000 | 13.1% |
| iQIYI Inc(IQ) | SPONSORED ADS | 46267X108 | $65.5M | 12,268,319 | 12.4% |
| Full Truck Alliance Co Ltd(YMM) | SPONSORED ADS | 35969L108 | $53.9M | 8,659,084 | 10.2% |
| ProShares UltraPro Short QQQ | ULTRAPRO SHT QQQ | 74347G432 | $26.3M | 1,388,344 | 5.0% |
| Coherent Corp(COHR) | COM | 19247G107 | $25.5M | 500,000 | 4.8% |
| Tuniu Corp(TOUR) | SPONSORED ADS | 89977P106 | $4.1M | 2,500,000 | 0.8% |
| Agora Inc(API) | ADS | 00851L103 | $3.8M | 1,200,000 | 0.7% |
| RLX Technology Inc(RLX) | SPONSORED ADS A | 74969N103 | $3.5M | 2,000,000 | 0.7% |
| Tesla Inc(TSLA) | COM | 88160R101 | $1.4M | 5,270 | 0.3% |
| Daqo New Energy Corp(DQ) | SPNSRD ADS NEW | 23703Q203 | $812.2K | 20,458 | 0.2% |