Q1 2023 Holdings
Filed 2023-05-15 | 20 holdings | $38.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices ORD(AMD) | COM | 007903107 | $22.0M | 224,760 | 57.9% |
| Daqo New Energy ADR REP 5 ORD(DQ) | SPNSRD ADS NEW | 23703Q203 | $8.8M | 187,464 | 23.1% |
| Airbnb CL A ORD(ABNB) | COM CL A | 009066101 | $6.9M | 55,328 | 18.1% |
| PDD Holdings ADS(PDD) | SPONSORED ADS | 722304102 | $136.9K | 1,804,054 | 0.4% |
| Nvidia ORD(NVDA) | COM | 67066G104 | $35.1K | 126,346 | 0.1% |
| Luckin Coffee ADR REP 8 ORD(LKNCY) | SPON ADR | 54951L109 | $35.0K | 1,273,209 | 0.1% |
| Microsoft ORD(MSFT) | COM | 594918104 | $29.5K | 102,301 | 0.1% |
| Taiwan Semiconductor Mnftg ADR 5 ORD(TSM) | SPONSORED ADS | 874039100 | $27.6K | 296,371 | 0.1% |
| Shift4 Payments CL A ORD(FOUR) | CL A | 82452J109 | $22.9K | 302,095 | 0.1% |
| Proshares Ultrapro QQQ ETF(TQQQ) | ULTRAPRO QQQ | 74347X831 | $14.0K | 494,500 | 0.0% |
| Stmicroelectronics ADR(STM) | NY REGISTRY | 861012102 | $7.5K | 140,686 | 0.0% |
| Mercadolibre ORD(MELI) | COM | 58733R102 | $7.1K | 5,366 | 0.0% |
| Tesla ORD(TSLA) | COM | 88160R101 | $4.7K | 22,602 | 0.0% |
| Futu Holdings ADR(FUTU) | SPON ADS CL A | 36118L106 | $4.6K | 88,600 | 0.0% |
| Booking Holdings ORD(BKNG) | COM | 09857L108 | $4.5K | 1,704 | 0.0% |
| Uber Technologies ORD(UBER) | COM | 90353T100 | $4.5K | 141,950 | 0.0% |
| Lululemon Athletica ORD(LULU) | COM | 550021109 | $4.4K | 12,137 | 0.0% |
| Proshares Bitcoin Strategy ETF(BITO) | BITCOIN STRATE | 74347G440 | $4.4K | 249,850 | 0.0% |
| LI Auto ADR 2 ORD(LI) | SPONSORED ADS | 50202M102 | $2.5K | 100,809 | 0.0% |
| Enfusion CL A ORD | CL A | 292812104 | $658 | 62,709 | 0.0% |