CIK: 0001600217
Total reported value
$21.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 42.19% | — | — | |
| 2 | DIS | Walt Disney Co/the | Stock-Comm Services | 27.24% | — | — | |
| 3 | ✓ | Soufun Holdings LTD | Stock-Other | 19.64% | — | — | |
| 4 | SMHC | VanEck China Semiconductor ETF | ETF-Emerging Markets | 10.93% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 2 | JOBSUSD | 51job Inc-adr | — | EXIT | Sold out |
| 3 | ✓ | Soufun Hldgs LTD | — | EXIT | Sold out |
| 4 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 5 | ✓ | Soufun Holdings LTD | — | NEW | New buy |
| 6 | YUM | Yum! Brands INC | — | EXIT | Sold out |
| 7 | SMHC | VanEck China Semiconductor ETF | — | NEW | New buy |