Q2 2025 Holdings
Filed 2025-08-13 | 8 holdings | $331.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $94.2M | 900,000 | 28.4% |
| Micron Technology IncCall | CALL | 595112903 | $61.6M | 5,000 | 18.6% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $54.3M | 4,598,038 | 16.4% |
| Joyy Inc(JOYY) | ADS REPSTG COM A | 46591M109 | $46.5M | 914,153 | 14.0% |
| PDD Holdings IncCall | CALL | 722304902 | $35.1M | 3,350 | 10.6% |
| Enphase Energy IncPut | PUT | 29355A957 | $25.8M | 6,500 | 7.8% |
| Ermenegildo Zegna N V(ZGN) | ORD SHS | N30577105 | $7.3M | 850,000 | 2.2% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $6.7M | 65,000 | 2.0% |