Q2 2026 Holdings
Filed 2026-08-14 | 9 holdings | $411.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $139.7M | 17,210,388 | 34.0% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $126.7M | 1,661,600 | 30.8% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $41.8M | 48,745 | 10.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $21.9M | 109,600 | 5.3% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $20.2M | 2,418,198 | 4.9% |
| PDD Holdings Inc | CALL | 722304902 | $19.1M | 2,500 | 4.6% |
| Lufax Holding LTD(LU) | SPONSORED ADR | 54975P201 | $18.4M | 13,939,985 | 4.5% |
| Hello Group Inc(MOMO) | ADS | 423403104 | $14.3M | 2,466,700 | 3.5% |
| Qfin Holdings Inc(QFIN) | AMERICAN DEP | 88557W101 | $9.0M | 567,781 | 2.2% |