Menu
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SIX | SIX FLAGS ENTMT CORP NEW | 25.19% | 3,730,027 | $98,174,311 | -300,048 | -7.45% | $26.32 | 13F |
| WDC | WESTERN DIGITAL CORP. | 15.32% | 875,159 | $59,720,850 | -70,398 | -7.45% | $68.24 | 13F |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 13.38% | 560,308 | $52,136,659 | -75,695 | -11.9% | $93.05 | 13F |
| JD | JD.COM INC | 10.84% | 1,542,317 | $42,244,063 | 349,033 | 29.25% | $27.39 | 13F |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 10.53% | 472,588 | $41,030,090 | -38,016 | -7.45% | $86.82 | 13F |
| PDD | PDD HOLDINGS INC | 9.85% | 330,174 | $38,382,728 | -41,060 | -11.06% | $116.25 | 13F |
| TAL | TAL EDUCATION GROUP | 6.78% | 2,326,612 | $26,407,046 | -187,157 | -7.45% | $11.35 | 13F |
| GOOGL | ALPHABET INC | 3.25% | 83,981 | $12,675,252 | -164,599 | -66.22% | $150.93 | 13F |
| BEKE | KE HLDGS INC | 2.35% | 667,902 | $9,170,294 | -56,449 | -7.79% | $13.73 | 13F |
| GDXJ | VANECK ETF TRUST | 1.57% | 157,910 | $6,117,433 | 157,910 | New | $38.74 | 13F |
| HOG | HARLEY DAVIDSON INC | 0.94% | 83,855 | $3,667,818 | -7,150 | -7.86% | $43.74 | 13F |
| MU | MICRON TECHNOLOGY INC | -596,984 | Exited | 13F |