Q4 2022 Holdings
Filed 2023-02-14 | 15 holdings | $176.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg Ltd(BABA) | SPONSORED ADS | 01609W102 | $40.5M | 460,300 | 22.9% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $36.5M | 1,789,545 | 20.6% |
| Ke Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $28.2M | 2,019,808 | 15.9% |
| Tesla Inc(TSLA) | COM | 88160R101 | $13.5M | 110,000 | 7.7% |
| International Business Machs(IBM)Put | COM | 459200101 | $13.4M | 95,000 | 7.6% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $12.0M | 146,677 | 6.8% |
| Tesla Inc(TSLA)Call | COM | 88160R101 | $8.3M | 67,000 | 4.7% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $5.6M | 51,100 | 3.2% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $4.7M | 41,500 | 2.7% |
| Full Truck Alliance Co Ltd(YMM) | SPONSORED ADS | 35969L108 | $3.3M | 410,000 | 1.9% |
| Agora Inc(API) | ADS | 00851L103 | $2.9M | 737,096 | 1.6% |
| Vicarious Surgical Inc | COM CL A | 92561V109 | $2.6M | 1,304,600 | 1.5% |
| Dada Nexus Ltd(D0A) | ADS | 23344D108 | $2.0M | 286,500 | 1.1% |
| Smart Sh Global Ltd | ADS | 83193E102 | $1.8M | 1,583,200 | 1.0% |
| SES AI Corporation(SES) | CL A COM | 78397Q109 | $1.6M | 500,000 | 0.9% |