Q1 2024 Holdings
Filed 2024-05-16 | 10 holdings | $67.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | ADS | 722304102 | $32.9M | 283,400 | 48.8% |
| Huya Inc(HUYA) | ADS | 44852D108 | $20.5M | 4,505,355 | 30.4% |
| Sharkninja Inc(SN) | SHS | G8068L108 | $4.7M | 75,500 | 7.0% |
| New Oriental Education & Technology Group Inc | ADS | G6470A116 | $2.0M | 23,000 | 3.0% |
| Sea Ltd(SE) | ADS | 81141R100 | $1.9M | 35,000 | 2.8% |
| Douyu International Holdings Ltd(DOYU) | ADS | 25985W204 | $1.7M | 261,416 | 2.6% |
| NetEase Inc | ADS | G6427A102 | $1.7M | 16,400 | 2.5% |
| Dell Technologies Inc(DELL) | SHS | 24703L202 | $1.0M | 9,000 | 1.5% |
| Alibaba Group Holding Ltd | ADS | G01719114 | $723.6K | 10,000 | 1.1% |
| Ke Holdings Inc | ADS | G5223Y108 | $343.3K | 25,000 | 0.5% |