Q4 2023 Holdings
Filed 2024-02-14 | 113 holdings | $289.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $6.5M | 515,366 | 2.2% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $6.5M | 119,200 | 2.3% |
| Tesla Inc(TSLA) | COM | 88160R101 | $6.5M | 26,250 | 2.3% |
| Seagate Technology Hldngs PL(STX) | ORD SHS | G7997R103 | $6.6M | 77,279 | 2.3% |
| Roblox Corp(RBLX) | CL A | 771049103 | $6.9M | 150,052 | 2.4% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $7.5M | 207,589 | 2.6% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $9.1M | 61,583 | 3.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $9.7M | 67,174 | 3.4% |
| Liberty Global LTD(LBTYA) | COM CL A | G61188101 | $9.8M | 550,000 | 3.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $9.8M | 126,685 | 3.4% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $11.4M | 155,304 | 3.9% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $14.7M | 100,262 | 5.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $20.1M | 53,580 | 7.0% |