Q4 2022 Holdings
Filed 2023-02-13 | 5 holdings | $125.3M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2023-02-16) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $33.8M | 415,000 | 27.0% |
| New Oriental ED & Technology(N1UA)A | SPON ADR | 647581206 | $32.8M | 941,485 | 26.2% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $27.6M | 1,357,260 | 22.1% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $16.0M | 2,004,000 | 12.8% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $15.0M | 1,071,612 | 11.9% |