Q2 2023 Holdings
Filed 2023-08-08 | 17 holdings | $171.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $55.7M | 805,236 | 32.4% |
| Tesla Inc(TSLA) | COM | 88160R101 | $51.6M | 197,286 | 30.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $15.5M | 153,300 | 9.0% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $14.7M | 975,512 | 8.6% |
| Zoominfo Technologies Inc(GTM) | COMMON STOCK | 98980F104 | $11.3M | 446,697 | 6.6% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $5.5M | 883,000 | 3.2% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $4.8M | 124,821 | 2.8% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $4.7M | 136,847 | 2.7% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $2.8M | 48,859 | 1.6% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $2.3M | 31,710 | 1.3% |
| Hywin Hldg LTD | ADS | 44951X104 | $1.4M | 200,000 | 0.8% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $514.0K | 3,500 | 0.3% |
| Entegris Inc(ENTG) | COM | 29362U104 | $365.7K | 3,300 | 0.2% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $286.1K | 7,200 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $269.0K | 790 | 0.2% |
| Valens Semiconductor LTD(VLN) | ORDINARY SHARES | M9607U115 | $164.5K | 65,000 | 0.1% |