Q4 2023 Holdings
Filed 2024-02-14 | 9 holdings | $125.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | ADS | 722304102 | $86.0M | 587,750 | 68.3% |
| Huya Inc(HUYA) | ADS | 44852D108 | $16.2M | 4,423,141 | 12.9% |
| Hollysys Automation Technologies Ltd | SHS | G45667105 | $10.6M | 401,721 | 8.4% |
| Sharkninja Inc(SN) | SHS | G8068L108 | $7.5M | 146,258 | 5.9% |
| Douyu International Holdings Ltd | ADS | 25985W105 | $2.0M | 2,111,273 | 1.6% |
| New Oriental Education & Technology Group Inc | ADS | G6470A116 | $1.6M | 21,500 | 1.3% |
| Canaan Inc(CAN) | ADS | 134748102 | $981.8K | 425,000 | 0.8% |
| Joyy Inc(JOYY) | ADS | 46591M109 | $621.8K | 15,662 | 0.5% |
| NetEase Inc | ADS | G6427A102 | $400.6K | 4,300 | 0.3% |