CIK: 0001738126
Total reported value
$941.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ZTO | Zto Express Cayman Inc-adr | Stock-Other | 44.87% | — | +31.68% | |
| 2 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 18.41% | — | — | |
| 3 | LX | Lexinfintech Holdings L-adr | Stock-Other | 16.45% | — | -7.39% | |
| 4 | SE | Sea Ltd-adr | Stock-Comm Services | 9.96% | — | -5.03% | |
| 5 | GDS | Gds Holdings LTD - Adr | Stock-Other | 5.78% | — | -33.42% | |
| 6 | ✓ | Betterware De Mexc S A P I D | Stock-Other | 4.52% | — | +6.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings INC | +18.4% | NEW | New buy |
| 2 | ZTO | Zto Express Cayman Inc-adr | +10.4% | +31.68% | Add |
| 3 | SE | Sea Ltd-adr | +0.7% | -5.03% | Trim |
| 4 | BEDUUSD | Bright Scholar Education-adr | -0.1% | EXIT | Sold out |
| 5 | ✓ | Betterware De Mexc S A P I D | -1.6% | +6.39% | Add |
| 6 | GDS | Gds Holdings LTD - Adr | -6.5% | -33.42% | Trim |
| 7 | LX | Lexinfintech Holdings L-adr | -21.3% | -7.39% | Trim |