Q2 2024 Holdings
Filed 2024-08-13 | 9 holdings | $372.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $86.9M | 500,000 | 23.3% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $83.2M | 5,880,718 | 22.3% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $57.2M | 15,581,595 | 15.3% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $53.4M | 5,000,000 | 14.3% |
| Micron Technology Inc(MU) | COM | 595112103 | $39.5M | 300,000 | 10.6% |
| Jd.com Inc(JD) | SPON ADS CL A | 47215P106 | $30.0M | 1,162,000 | 8.1% |
| Gaotu Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $10.3M | 2,100,000 | 2.8% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $9.4M | 500,000 | 2.5% |
| Wolfspeed Inc(WOLF*) | COM | 977852102 | $3.1M | 134,343 | 0.8% |