Q2 2023 Holdings
Filed 2023-08-11 | 5 holdings | $121.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $27.4M | 692,773 | 22.5% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $25.3M | 4,075,000 | 20.9% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $25.3M | 365,500 | 20.8% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $21.9M | 1,475,876 | 18.1% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $21.5M | 1,425,315 | 17.7% |