Q2 2022 Holdings
Filed 2022-08-15 | 18 holdings | $82.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $16.7K | 609,000 | 20.2% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $8.7K | 486,300 | 10.6% |
| Dariohealth Corp(DRIOEUR) | COM NEW | 23725P209 | $7.5K | 1,221,033 | 9.1% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $6.6K | 726,000 | 8.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $5.4K | 36,000 | 6.5% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $4.8K | 183,000 | 5.8% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $4.8K | 34,174 | 5.8% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $4.7K | 202,118 | 5.7% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $4.6K | 27,114 | 5.5% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $4.0K | 41,924 | 4.8% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $3.6K | 622,734 | 4.3% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $3.3K | 120,000 | 4.0% |
| The Beauty Health Company(SKIN) | COM CL A | 88331L108 | $3.2K | 247,136 | 3.8% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $1.9K | 55,588 | 2.2% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $1.5K | 39,000 | 1.8% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $766 | 20,000 | 0.9% |
| Xpeng Inc(XPEV) | ADS | 98422D105 | $635 | 20,000 | 0.8% |
| RLX Technology Inc(RLX) | SPONSORED ADS | 74969N103 | $107 | 50,000 | 0.1% |