Q4 2023 Holdings
Filed 2024-02-08 | 11 holdings | $191.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $53.5M | 366,000 | 28.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $44.6M | 118,500 | 23.3% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $17.3M | 186,000 | 9.1% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $13.9M | 80,000 | 7.3% |
| Unity Software Inc(U) | COM | 91332U101 | $13.3M | 326,250 | 7.0% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $10.5M | 631,194 | 5.5% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $9.6M | 759,967 | 5.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $9.5M | 19,150 | 5.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $8.7M | 24,500 | 4.5% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $7.0M | 35,000 | 3.6% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $3.1M | 150,000 | 1.6% |