Q1 2025 Holdings
Filed 2025-05-14 | 16 holdings | $149.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $26.1M | 1,972,631 | 17.4% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $21.9M | 131,796 | 14.6% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $14.9M | 112,894 | 10.0% |
| Amer Sports Inc(AS) | COM | G0260P102 | $14.7M | 550,353 | 9.8% |
| Lexinfintech Hldgs LTD(LX) | SPONSORED ADS | 528877103 | $13.2M | 1,304,556 | 8.8% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $12.7M | 199,744 | 8.5% |
| Vnet Group Inc(VNET) | SPONSORED ADS | 90138A103 | $11.4M | 1,387,383 | 7.6% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $8.8M | 85,200 | 5.8% |
| Root Inc(ROOT) | CL A | 77664L207 | $6.2M | 46,315 | 4.1% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $4.8M | 188,137 | 3.2% |
| China Yuchai Intl LTD(CYD) | Com | G21082105 | $4.0M | 234,771 | 2.7% |
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $3.5M | 125,134 | 2.4% |
| Qifu Technology Inc(QFIN) | AMERICAN DEP | 88557W101 | $2.6M | 58,707 | 1.8% |
| Robinhood Mkts Inc(HOOD) | Com | 770700102 | $2.4M | 56,952 | 1.6% |
| Reddit Inc(RDDT) | CL A | 75734B100 | $2.0M | 19,350 | 1.4% |
| Intel Corp(INTC)Call | COM | 458140100 | $561.0K | 1,100,000 | 0.4% |