Q4 2024 Holdings
Filed 2025-02-14 | 10 holdings | $234.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holding LTDCall | CALL | 01609W902 | $55.1M | 650,000 | 23.5% |
| Hello Group Inc(MOMO) | ADS | 423403104 | $35.9M | 4,651,790 | 15.3% |
| Ishares Bitcoin Trust ETF(IBIT) | SHS BEN INT | 46438F101 | $32.1M | 605,000 | 13.7% |
| PDD Holdings IncCall | CALL | 722304902 | $29.1M | 300,000 | 12.4% |
| Lexinfintech Holdings LTD(LX) | ADR | 528877103 | $23.1M | 3,990,000 | 9.9% |
| RLX Technology Inc(RLX) | SPONSORED ADS | 74969N103 | $19.3M | 8,933,732 | 8.2% |
| Douyu International Holdings LTD(DOYU) | SPONSORED ADS A | 25985W204 | $17.7M | 1,576,000 | 7.5% |
| Joyy Inc(JOYY) | ADS REPSTG COM A | 46591M109 | $15.7M | 376,000 | 6.7% |
| Alibaba Group Holding LTD(BABA) | SPONSORED ADS | 01609W102 | $3.5M | 41,700 | 1.5% |
| Vipshop Holdings LTD(VIPS) | SPONSORED ADS A | 92763W103 | $2.8M | 210,000 | 1.2% |