Q1 2025 Holdings
Filed 2025-05-14 | 18 holdings | $201.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $36.1M | 2,734,175 | 18.0% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $22.2M | 187,300 | 11.0% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $22.0M | 215,354 | 11.0% |
| United States STL Corp New(USX1) | COM | 912909108 | $17.6M | 415,859 | 8.7% |
| Qifu Technology Inc(QFIN) | AMERICAN DEP | 88557W101 | $12.8M | 284,119 | 6.3% |
| KE Holdings Inc(BEKE) | SPONSORED ADS | 482497104 | $12.4M | 618,622 | 6.2% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $11.0M | 66,300 | 5.5% |
| Vnet Group Inc(VNET) | SPONSORED ADS A | 90138A103 | $11.0M | 1,339,472 | 5.5% |
| Lexinfintech Holdings Inc(LX) | ADR | 528877103 | $9.5M | 941,179 | 4.7% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $8.6M | 239,146 | 4.3% |
| Zhihu Inc(ZH) | SPONSORED ADS | 98955N207 | $7.2M | 1,693,544 | 3.6% |
| Nebius Group N.V.(NBIS) | SHS CLASS A | N97284108 | $6.5M | 309,254 | 3.2% |
| Jd.com Inc(JD) | SPON ADS CL A | 47215P106 | $5.7M | 138,300 | 2.8% |
| Joyy Inc(JOYY) | ADS REPSTG COM A | 46591M109 | $5.3M | 127,427 | 2.7% |
| Agora Inc(API) | ADS REPSTG COM A | 00851L103 | $4.7M | 1,173,703 | 2.3% |
| Tesla Inc(TSLA) | COM | 88160R101 | $3.8M | 14,708 | 1.9% |
| Hesai Group(HSAI) | SPONSORED ADS | 428050108 | $3.5M | 233,247 | 1.7% |
| Vicarious Surgical Inc(RBOT) | COM CL A | 92561V208 | $1.0M | 157,944 | 0.5% |