Q4 2023 Holdings
Filed 2024-02-01 | 8 holdings | $68.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| ON Hldg AG(ONON) | NAMEN AKT A | H5919C104 | $29.3M | 1,085,922 | 43.0% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $11.0M | 351,712 | 16.1% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $8.8M | 59,970 | 12.9% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $7.3M | 77,983 | 10.7% |
| Wolfspeed Inc(WOLF*) | COM | 977852102 | $4.4M | 101,895 | 6.5% |
| Shockwave MED Inc(SWAVUSD) | COM | 82489T104 | $3.5M | 18,300 | 5.1% |
| Moderna Inc(MRNA) | COM | 60770K107 | $3.1M | 31,200 | 4.6% |
| Proshares TR | ULTRAPRO SHT QQQ | 74347G432 | $710.2K | 52,800 | 1.0% |