Q1 2023 Holdings
Filed 2023-05-15 | 23 holdings | $201.6M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2023-08-14) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $46.8M | 2,460,545 | 23.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $41.8M | 144,875 | 20.7% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $17.2M | 396,622 | 8.5% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $16.4M | 2,150,700 | 8.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $14.8M | 145,200 | 7.4% |
| Xpeng Inc(XPEV)CallA | ADS | 98422D105 | $8.4M | 760,000 | 4.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $7.0M | 25,057 | 3.5% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $6.7M | 108,530 | 3.3% |
| Marvell Technology Inc(MRVL)CallA | COM | 573874104 | $5.7M | 132,600 | 2.8% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $5.6M | 73,464 | 2.8% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $5.5M | 105,775 | 2.7% |
| Hesai Group(HSAI) | SPONSORED ADS | 428050108 | $4.7M | 305,000 | 2.3% |
| Teradyne Inc(TER) | COM | 880770102 | $4.1M | 38,105 | 2.0% |
| Xpeng Inc(XPEV) | ADS | 98422D105 | $4.0M | 360,177 | 2.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $3.2M | 6,300 | 1.6% |
| Vicarious Surgical Inc | COM CL A | 92561V109 | $3.0M | 1,304,600 | 1.5% |
| Agora Inc(API) | ADS | 00851L103 | $1.9M | 535,969 | 1.0% |
| Smart SH Global LTD | ADS | 83193E102 | $1.7M | 1,583,200 | 0.9% |
| SES AI Corporation(SES) | CL A COM | 78397Q109 | $1.5M | 500,000 | 0.7% |
| Dada Nexus LTD(D0A) | ADS | 23344D108 | $737.7K | 87,100 | 0.4% |
| Vnet Group Inc(VNET) | SPONSORED ADS A | 90138A103 | $528.1K | 163,000 | 0.3% |
| Workday Inc(WDAY) | CL A | 98138H101 | $247.8K | 1,200 | 0.1% |
| Credo Technology Group Holdi(CRDO) | ORDINARY SHARES | G25457105 | $180.9K | 19,200 | 0.1% |