| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | 16.92% | 409,153 | $39,270,505 | 118,892 | 40.96% | $95.98 | 13F |
| CPNG | COUPANG INC | 6.89% | 920,068 | $15,981,581 | 13,777 | 1.52% | $17.37 | 13F |
| GDS | GDS HLDGS LTD | 4.92% | 380,078 | $11,413,742 | 158,296 | 71.37% | $30.03 | 13F |
| CEG | CONSTELLATION ENERGY CORP | 3.04% | 28,451 | $7,066,375 | 5,284 | 22.81% | $248.37 | 13F |