Q1 2024 Holdings
Filed 2024-05-07 | 11 holdings | $252.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nvidia Corporation(NVDA) | COM | 67066G104 | $63.5M | 70,250 | 25.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $32.3M | 76,800 | 12.8% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $28.4M | 244,500 | 11.3% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $24.8M | 182,000 | 9.8% |
| Ishares Bitcoin TR(IBIT) | SHS | 46438F101 | $24.4M | 603,300 | 9.7% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $19.2M | 186,000 | 7.6% |
| Digital Rlty TR Inc(DLR) | COM | 253868103 | $17.3M | 120,000 | 6.9% |
| Vertiv Holdings Co(VRT) | COM CL A | 92537N108 | $17.2M | 210,500 | 6.8% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $11.9M | 24,500 | 4.7% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $10.3M | 904,967 | 4.1% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $2.8M | 92,000 | 1.1% |