Q3 2024 Holdings
Filed 2024-11-13 | 12 holdings | $171.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $24.2M | 179,401 | 14.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $22.1M | 84,500 | 12.9% |
| Ishares Bitcoin Trust ETF(IBIT) | SHS BEN INT | 46438F101 | $21.8M | 603,300 | 12.7% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $19.5M | 1,650,000 | 11.4% |
| Apple Inc(AAPL) | COM | 037833100 | $17.3M | 74,250 | 10.1% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $15.2M | 200,000 | 8.9% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $14.4M | 83,090 | 8.4% |
| Unity Software Inc(U) | COM | 91332U101 | $11.0M | 486,000 | 6.4% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $10.5M | 18,400 | 6.2% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $6.2M | 65,000 | 3.6% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $4.6M | 1,600,000 | 2.7% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $4.3M | 250,000 | 2.5% |