Q4 2023 Holdings
Filed 2024-02-08 | 18 holdings | $200.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $93.6M | 639,686 | 46.6% |
| Tesla Inc(TSLA) | COM | 88160R101 | $35.6M | 148,186 | 17.7% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $22.0M | 3,143,100 | 11.0% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $16.0M | 964,512 | 8.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $15.9M | 153,300 | 7.9% |
| Zoominfo Technologies Inc(GTM) | COMMON STOCK | 98980F104 | $8.7M | 468,697 | 4.3% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $4.2M | 124,821 | 2.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $2.0M | 48,859 | 1.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $409.9K | 1,090 | 0.2% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $393.9K | 8,700 | 0.2% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $344.8K | 27,300 | 0.2% |
| Hywin Hldg LTD | ADS | 44951X104 | $342.1K | 184,927 | 0.2% |
| Tuya Inc(TUYA) | SPONSERED ADS | 90114C107 | $322.0K | 140,000 | 0.2% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $227.3K | 4,500 | 0.1% |
| Ansys Inc(AKX) | COM | 03662Q105 | $217.7K | 600 | 0.1% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $199.0K | 11,000 | 0.1% |
| Valens Semiconductor LTD(VLN) | ORDINARY SHARES | M9607U115 | $159.3K | 65,000 | 0.1% |
| Atrenew Inc(RERE) | SPONSORED ADS | 00138L108 | $67.2K | 35,000 | 0.0% |