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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NOAH | NOAH HLDGS LTD | 28.83% | 6,717,351 | $66,501,775 | No Change | $9.9 | 13F | |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 9.24% | 376,551 | $21,324,083 | 35,922 | 10.55% | $56.63 | 13F |
| JD | JD.COM INC | 7.53% | 587,513 | $17,372,759 | -99,900 | -14.53% | $29.57 | 13F |
| BILI | BILIBILI INC | 7.24% | 739,915 | $16,692,482 | -408,983 | -35.6% | $22.56 | 13F |
| HTHT | H WORLD GROUP LTD | 7.05% | 323,371 | $16,262,328 | -75,000 | -18.83% | $50.29 | 13F |
| RERE | ATRENEW INC | 6.43% | 3,163,117 | $14,835,019 | No Change | $4.69 | 13F | |
| HNGE | HINGE HEALTH INC | 4.96% | 296,853 | $11,446,652 | 296,853 | New | $38.56 | 13F |
| TAL | TAL ED GROUP | 3.74% | 759,240 | $8,632,559 | 450,000 | 145.52% | $11.37 | 13F |
| BILL | BILL HOLDINGS INC | 3.7% | 222,820 | $8,534,006 | 222,820 | New | $38.3 | 13F |
| SVCO | SILVACO GROUP INC | 3.36% | 1,096,282 | $7,761,677 | No Change | $7.08 | 13F | |
| PONY | PONY AI INC | 2.67% | 653,215 | $6,166,350 | No Change | $9.44 | 13F | |
| KYMR | KYMERA THERAPEUTICS INC | 2.65% | 73,440 | $6,116,818 | No Change | $83.29 | 13F | |
| JOYY | JOYY INC | 2.17% | 85,583 | $4,997,191 | 85,583 | New | $58.39 | 13F |
| TCOM | TRIP COM GROUP LTD | 1.9% | 88,112 | $4,387,096 | 88,112 | New | $49.79 | 13F |
| YMM | FULL TRUCK ALLIANCE CO LTD | 1.85% | 513,248 | $4,259,958 | 102,105 | 24.83% | $8.3 | 13F |
| VRDN | VIRIDIAN THERAPEUTICS INC | 1.77% | 208,735 | $4,082,857 | No Change | $19.56 | 13F | |
| DBVT | DBV TECHNOLOGIES S A | 1.54% | 170,142 | $3,554,266 | -469,627 | -73.41% | $20.89 | 13F |
| API | AGORA INC | 1.11% | 725,795 | $2,569,314 | 192,248 | 36.03% | $3.54 | 13F |
| YSG | YATSEN HLDG LTD | 1.07% | 797,866 | $2,457,427 | 429,519 | 116.61% | $3.08 | 13F |
| ZEPP | ZEPP HEALTH CORPORATION | 0.3% | 57,731 | $689,885 | 57,731 | New | $11.95 | 13F |
| PASG | PASSAGE BIO INC | 0.29% | 86,097 | $675,861 | 51,796 | 151% | $7.85 | 13F |
| CLBT | CELLEBRITE DI LTD | 0.27% | 46,000 | $633,880 | 46,000 | New | $13.78 | 13F |
| BEAM | BEAM THERAPEUTICS INC | 0.22% | 21,126 | $503,433 | No Change | $23.83 | 13F | |
| TOUR | TUNIU CORP | 0.1% | 314,437 | $242,116 | No Change | $0.77 | 13F | |
| ACMR | ACM RESH INC | -174,447 | Exited | 13F | ||||
| ALAB | ASTERA LABS INC (Put) | -1,427,500 | Exited | 13F | ||||
| GBIO | GENERATION BIO CO | -105,524 | Exited | 13F | ||||
| IVA | INVENTIVA SA | -255,915 | Exited | 13F | ||||
| ULS | UL SOLUTIONS INC (Put) | -150,000 | Exited | 13F | ||||
| VSAT | VIASAT INC (Put) | -455,600 | Exited | 13F |