Q1 2024 Holdings
Filed 2024-05-14 | 9 holdings | $715.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $228.1M | 1,962,451 | 31.9% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $177.2M | 4,037,166 | 24.8% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $138.5M | 10,089,667 | 19.4% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $112.7M | 1,070,165 | 15.7% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $30.6M | 1,118,500 | 4.3% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $20.3M | 1,159,857 | 2.8% |
| Hello Group Inc(MOMO) | ADS | 423403104 | $5.4M | 875,154 | 0.8% |
| PDD Holdings Inc | NOTE 12/0 | 722304AC6 | $2.4M | $2,500,000 | 0.3% |
| Berkshire Hathaway Inc.(BRK/B) | CL B NEW | 084670702 | $3.8K | 9 | 0.0% |