CIK: 0001106500
Total reported value
$373.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIDU | Baidu INC - Spon Adr | Stock-Comm Services | 18.11% | — | -18.70% | |
| 2 | GOOG | Alphabet A | Stock-Comm Services | 17.21% | — | -9.16% | |
| 3 | ✓ | Stock-Other | 10.04% | — | +27.70% | ||
| 4 | YELP | Yelp INC | Stock-Other | 9.12% | — | -1.64% | |
| 5 | VECO | Veeco Instruments INC | Stock-Other | 5.71% | — | +169.51% | |
| 6 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 5.38% | — | -30.25% | |
| 7 | ✓ | Youku.com INC | Stock-Other | 5.29% | — | +33.54% | |
| 8 | VIPS | Vipshop Holdings LTD - Adr | Stock-Consumer Disc | 4.38% | — | +98.83% | |
| 9 | HXL | Hexcel CORP | Stock-Industrials | 4.21% | — | — | |
| 10 | TAL | Tal Education Group- Adr | Stock-Consumer Staples | 4.10% | — | — | |
| 11 | VNET | Vnet Group Inc-adr | Stock-Other | 3.73% | — | +7.72% | |
| 12 | MU | Micron Technology INC | Stock-Tech | 3.52% | — | -51.09% | |
| 13 | WUBAUSD | 58.com Inc-adr | Stock-Other | 2.41% | — | — | |
| 14 | TRIP | Tripadvisor INC | Stock-Other | 1.84% | — | — | |
| 15 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.66% | — | -50.00% | |
| 16 | ✓ | Mindray Medical Intl LTD | Stock-Other | 1.63% | — | -67.40% | |
| 17 | VAREUR | Varian Medical Systems INC | Stock-Other | 1.62% | — | — | |
| 18 | ✓ | Qunar Cayman Is LTD | Stock-Other | 0.05% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VECO | Veeco Instruments INC | +3.1% | +169.51% | Add |
| 2 | VIPS | Vipshop Holdings LTD - Adr | +2.7% | +98.83% | Add |
| 3 | ✓ | +2.4% | +27.70% | Add | |
| 4 | ✓ | Youku.com INC | +1.4% | +33.54% | Add |
| 5 | TAL | Tal Education Group- Adr | +1.1% | — | Unchanged |
| 6 | VNET | Vnet Group Inc-adr | +1.1% | +7.72% | Add |
| 7 | GOOG | Alphabet A | +1% | -9.16% | Trim |
| 8 | HXL | Hexcel CORP | +0.2% | — | Unchanged |
| 9 | TRIP | Tripadvisor INC | 0% | — | Unchanged |
| 10 | VAREUR | Varian Medical Systems INC | -0.1% | — | Unchanged |
| 11 | YELP | Yelp INC | -0.6% | -1.64% | Trim |
| 12 | SBUX | Starbucks CORP | -1.9% | -50.00% | Trim |
| 13 | EL | Estee Lauder Companies-cl A | -2.5% | -30.25% | Trim |
| 14 | MU | Micron Technology INC | -2.8% | -51.09% | Trim |
| 15 | BIDU | Baidu INC - Spon Adr | -3.2% | -18.70% | Trim |
| 16 | ✓ | Mindray Medical Intl LTD | -4.3% | -67.40% | Trim |
| 17 | WUBAUSD | 58.com Inc-adr | — | NEW | New buy |
| 18 | ✓ | Qunar Cayman Is LTD | — | NEW | New buy |