Q2 2024 Holdings
Filed 2024-08-12 | 13 holdings | $217.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $44.1M | 331,468 | 20.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $37.0M | 299,550 | 17.1% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $24.8M | 142,770 | 11.4% |
| Ishares Bitcoin TR(IBIT) | SHS | 46438F101 | $20.6M | 603,300 | 9.5% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $14.7M | 153,650 | 6.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $14.0M | 31,300 | 6.4% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $13.5M | 100,000 | 6.2% |
| Amphenol Corp New(APH) | CL A | 032095101 | $12.8M | 190,640 | 5.9% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $9.7M | 904,967 | 4.5% |
| GE Vernova Inc(GEV) | COM | 36828A101 | $7.4M | 43,250 | 3.4% |
| Vistra Corp(VST) | COM | 92840M102 | $7.4M | 86,240 | 3.4% |
| Constellation Energy Corp(CEG) | COM | 21037T109 | $7.1M | 35,500 | 3.3% |
| Gigacloud Technology Inc(GCT) | CLASS A ORD | G38644103 | $3.9M | 126,700 | 1.8% |