Q1 2024 Holdings
Filed 2024-05-07 | 20 holdings | $215.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $78.9M | 678,636 | 36.7% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $37.9M | 142,799 | 17.6% |
| Tesla Inc(TSLA) | COM | 88160R101 | $23.0M | 130,886 | 10.7% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $20.7M | 2,843,100 | 9.6% |
| Ishares Bitcoin TR(IBIT) | SHS | 46438F101 | $18.6M | 460,800 | 8.7% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $15.4M | 113,300 | 7.2% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $10.4M | 592,612 | 4.8% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $4.8M | 124,821 | 2.2% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $2.6M | 48,859 | 1.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $458.6K | 1,090 | 0.2% |
| Hims & Hers Health Inc(HIMS) | COM CL A | 433000106 | $433.2K | 28,000 | 0.2% |
| Ansys Inc(AKX) | COM | 03662Q105 | $277.7K | 800 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $274.1K | 1,800 | 0.1% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $270.8K | 5,000 | 0.1% |
| Hywin Hldg LTD | ADS | 44951X104 | $236.7K | 184,927 | 0.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $224.6K | 4,500 | 0.1% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $183.0K | 11,000 | 0.1% |
| Valens Semiconductor LTD(VLN) | ORDINARY SHARES | M9607U115 | $152.8K | 65,000 | 0.1% |
| Canaan Inc(CAN) | SPONSORED ADS | 134748102 | $73.0K | 48,000 | 0.0% |
| Atrenew Inc(RERE) | SPONSORED ADS | 00138L108 | $61.6K | 35,000 | 0.0% |