Q4 2024 Holdings
Filed 2025-02-14 | 23 holdings | $197.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares Bitcoin Trust ETF(IBIT) | SHS BEN INT | 46438F101 | $27.3M | 513,869 | 13.8% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $24.8M | 2,471,666 | 12.6% |
| Tesla Inc(TSLA) | COM | 88160R101 | $16.4M | 40,700 | 8.3% |
| Salesforce Inc(CRM) | COM | 79466L302 | $14.0M | 42,000 | 7.1% |
| Ishares Ethereum Trust ETF(ETHA) | SHS | 46438R105 | $12.3M | 487,500 | 6.3% |
| Amer Sports Inc(AS) | COM SHS | G0260P102 | $11.3M | 404,272 | 5.7% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $10.8M | 18,400 | 5.5% |
| Taiwan Semiconductor Manufacturing Co LTD(TSM) | SPONSORED ADS | 874039100 | $10.7M | 54,000 | 5.4% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $9.4M | 85,000 | 4.8% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $8.7M | 89,401 | 4.4% |
| GDS Holdings LTD(GDS) | SPONSORED ADS | 36165L108 | $6.5M | 273,405 | 3.3% |
| Reddit Inc(RDDT) | CL A | 75734B100 | $6.0M | 37,000 | 3.1% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $5.9M | 38,000 | 3.0% |
| Confluent Inc(CNDT) | COM | 206787103 | $5.3M | 188,000 | 2.7% |
| Qifu Technology Inc(QFIN) | AMERICAN DEP | 88557W101 | $4.8M | 124,687 | 2.4% |
| Hims & Hers Health Inc(HIMS) | COM CL A | 433000106 | $4.6M | 191,500 | 2.4% |
| Bitdeer Technologies Group(BTDR) | CL A ORD SHS | G11448100 | $3.6M | 165,000 | 1.8% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $2.9M | 27,000 | 1.5% |
| Atour Lifestyle Holdings LTD(ATAT) | CL A ORD SHS | 04965M106 | $2.9M | 107,304 | 1.5% |
| Vnet Group Inc(VNET) | SPONSORED ADS A | 90138A103 | $2.8M | 595,463 | 1.4% |
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $2.8M | 127,000 | 1.4% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $2.1M | 698,412 | 1.1% |
| Zeta Global Holdings Corp(ZETA) | CL A | 98956A105 | $1.1M | 63,750 | 0.6% |