Q4 2024 Holdings
Filed 2025-01-13 | 10 holdings | $187.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $49.4M | 250,000 | 26.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $22.9M | 120,000 | 12.2% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $22.2M | 38,000 | 11.9% |
| Jd.com Inc(JD) | SPON ADS CL A | 47215P106 | $17.3M | 500,000 | 9.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $16.0M | 38,000 | 8.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $15.4M | 70,000 | 8.2% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $13.7M | 200,000 | 7.3% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $11.1M | 600,000 | 5.9% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $9.9M | 300,000 | 5.3% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $9.7M | 100,000 | 5.2% |