Q3 2024 Holdings
Filed 2024-11-14 | 8 holdings | $371.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings IncCall | CALL | 722304902 | $151.7M | 11,250 | 40.8% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $49.5M | 2,000,000 | 13.3% |
| Taiwan Semiconductor MFG LTDCall | CALL | 874039900 | $43.4M | 2,500 | 11.7% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $41.1M | 4,561,762 | 11.1% |
| Micron Technology IncCall | CALL | 595112903 | $25.9M | 2,500 | 7.0% |
| Nextracker Inc(NXT) | CLASS A COM | 65290E101 | $25.2M | 673,540 | 6.8% |
| Hello Group Inc(MOMO) | ADS | 423403104 | $24.5M | 3,215,000 | 6.6% |
| Micron Technology Inc(MU) | COM | 595112103 | $10.4M | 100,000 | 2.8% |