Q2 2023 Holdings
Filed 2023-08-16 | 13 holdings | $4.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe ORD(ADBE) | COM | 00724F101 | $4.4M | 9,001 | 93.3% |
| Nvidia ORD(NVDA) | COM | 67066G104 | $81.5K | 192,543 | 1.7% |
| PDD Holdings ADS(PDD) | SPONSORED ADS | 722304102 | $58.3K | 843,636 | 1.2% |
| Broadcom ORD(AVGO) | COM | 11135F101 | $32.4K | 37,307 | 0.7% |
| Microsoft ORD(MSFT) | COM | 594918104 | $29.4K | 86,215 | 0.6% |
| Taiwan Semiconductor Mnftg ADR 5 ORD(TSM) | SPONSORED ADS | 874039100 | $26.0K | 257,380 | 0.6% |
| Oracle ORD(ORCL) | COM | 68389X105 | $25.7K | 215,892 | 0.5% |
| Luckin Coffee ADR REP 8 ORD(LKNCY) | SPON ADR | 54951L109 | $20.9K | 928,097 | 0.4% |
| Tesla ORD(TSLA) | COM | 88160R101 | $12.2K | 46,450 | 0.3% |
| LI Auto ADR 2 ORD(LI) | SPONSORED ADS | 50202M102 | $10.9K | 310,559 | 0.2% |
| Super Micro Computer ORD(SMCIUSD) | COM | 86800U104 | $9.5K | 37,932 | 0.2% |
| Celsius Holdings ORD(CELH) | COM NEW | 15118V207 | $6.4K | 42,946 | 0.1% |
| Unity Software ORD(U) | COM | 91332U101 | $2.1K | 47,600 | 0.0% |