Q1 2023 Holdings
Filed 2023-05-05 | 5 holdings | $150.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $31.9M | 4,187,000 | 21.1% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $31.2M | 410,500 | 20.7% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $31.0M | 803,485 | 20.6% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $30.2M | 1,601,612 | 20.0% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $26.5M | 1,392,647 | 17.6% |