Company
Investment Type
Change
Value (x$1000)
increase or decrease
JD.COM INC SPON ADR CL A
51,650,366 sh
$4,355,675
13,722,734 sh
1,831,000 sh
15%
$3,235,409
$590,450
ROBLOX CORP CL A
40,428,863 sh
40,428,863 sh
NEW
$2,621,003
$2,621,003
SEA LTD SPONSORED ADS
9,505,500 sh
279,000 sh
3%
$2,121,913
$285,378
PINDUODUO INC SPONSORED ADS
14,053,066 sh
$1,881,424
34,913,500 sh
1,000,000 sh
3%
$1,641,284
-$19,799
5,560,137 sh
-766,663 sh
-12%
$1,637,627
-$90,602
20,821,712 sh
-6,859,687 sh
-25%
$1,134,992
-$276,759
2,156,000 sh
513,000 sh
31%
$1,078,237
$173,881
5,151,000 sh
3,378,000 sh
191%
$1,042,820
$648,682
ALIBABA GROUP HLDG LTD SPONSORED ADS
4,478,062 sh
$1,015,311
7,857,772 sh
14 sh
0%
$883,528
-$308,651
SPOTIFY TECHNOLOGY S A SHS
3,183,186 sh
-827 sh
0%
$852,935
-$148,947
2,450,204 sh
1,005,231 sh
70%
$787,226
$299,808
DOORDASH INC COM
5,806,568 sh
4,210,568 sh
264%
$761,415
$533,586
SHOPIFY INC CL A
517,550 sh
323,734 sh
167%
$572,669
$353,279
FUTU HLDGS LTD SPON ADS CL A
3,340,000 sh
3,340,000 sh
NEW
$530,459
$530,459
ATLASSIAN CORP PLC CL A
2,465,400 sh
$519,608
SNOWFLAKE INC CL A Stock
2,231,652 sh
478,055 sh
27%
$511,673
$18,211
ELASTIC N V ORD SHS
4,019,843 sh
$447,007
7,073,257 sh
-1,000,000 sh
-12%
$427,791
-$132,332
1,434,000 sh
769,000 sh
116%
$364,924
$139,549
737,500 sh
570,000 sh
340%
$350,585
$266,815
TAL EDUCATION GROUP SPONSORED ADS
5,762,873 sh
$310,331
GDS HLDGS LTD SPONSORED ADS
3,675,444 sh
-685,072 sh
-16%
$298,042
-$110,277
7,620,000 sh
3,690,000 sh
94%
$297,790
$126,245
NEW ORIENTAL ED & TECH GRP I SPON ADR
18,435,000 sh
16,591,500 sh
900%
$258,090
-$84,451
COUPANG INC Common Stock
3,571,428 sh
3,571,428 sh
NEW
$176,250
$176,250
770,000 sh
361,500 sh
88%
$174,829
$85,923
PLAYTIKA HLDG CORP COM
5,500,000 sh
5,500,000 sh
NEW
$149,655
$149,655
OSCAR HEALTH CL A ORD COM
5,559,990 sh
5,559,990 sh
NEW
$149,453
$149,453
KE HLDGS INC COM
2,500,000 sh
$142,450
AIRBNB INC COM CL A
650,000 sh
$122,161
DESPEGAR COM CORP ORD SHS
7,723,185 sh
-1,533,365 sh
-17%
$105,267
-$13,309
SUMO LOGIC ORD COM
5,447,687 sh
56,500 sh
1%
$102,743
-$51,337
JAMF HLDG CORP COM
2,778,778 sh
$98,146
AGORA INC ADS
1,726,123 sh
$86,772
PHOENIX TREE HLDGS LTD SPONSORED ADS
36,436,075 sh
$86,244
221,237 sh
-50 sh
0%
$84,747
$691
GOODRX HLDGS INC COM CL A
2,145,000 sh
$83,698
ASANA INC CL A
2,881,202 sh
461,748 sh
19%
$82,345
$10,850
BIGCOMMERCE HLDGS INC COM SER 1
1,350,000 sh
$78,030
ON24 INC COM
1,600,000 sh
1,600,000 sh
NEW
$77,616
$77,616
DIGITALOCEAN HLDGS INC COM
1,700,000 sh
1,700,000 sh
NEW
$71,621
$71,621
YATSEN HLDG LTD ADS
5,714,000 sh
$70,568
1,280,868 sh
1 sh
0%
$68,975
-$23,055
C3 AI INC CL A
1,000,000 sh
$65,910
Bumble INC CLASS A CORP COMMON COM CL A
1,000,000 sh
1,000,000 sh
NEW
$62,380
$62,380
TUYA INC SPONSORED ADS
2,850,000 sh
2,850,000 sh
NEW
$60,249
$60,249
QUALTRICS INTL INC CL A Common Stock
1,650,000 sh
1,650,000 sh
NEW
$54,302
$54,302
ACADEMY SPORTS & OUTDOORS IN COM
1,750,000 sh
$47,233
STONECO LTD COM CL A
764,596 sh
-1,187 sh
0%
$46,809
-$17,456
JFROG LTD ORD SHS
1,000,000 sh
$44,370
OZON HLDGS PLC Sponsored ADS
750,000 sh
$42,053
THOMA BRAVO ADVANTAGE COM CL A
4,000,000 sh
4,000,000 sh
NEW
$41,800
$41,800
ROOT INC COM CL A
3,106,976 sh
3,106,976 sh
NEW
$39,552
$39,552
DATTO HLDG CORP COM
1,500,000 sh
$34,365
CHINDATA GROUP HOLDING ADR REP 2 ORD SPONSORED ADR
1,850,000 sh
$30,599
SOARING EAGLE ACQUISITION CO UNIT 02/23/2026
2,425,000 sh
2,425,000 sh
NEW
$24,541
$24,541
XPENG INC ADR
650,000 sh
$23,732
REVOLUTION HEALTHCAR AQ CORP UNIT 03/18/20266
2,250,000 sh
2,250,000 sh
NEW
$22,613
$22,613
LINX S A SPONSORED ADS
3,350,000 sh
$22,244
ALTIMETER GROWTH CORP UNIT 99/99/9999
1,800,000 sh
$21,996
REINVENT TECHNOLOGY PARTNERS UNT COM
2,000,000 sh
$21,420
AJAX I UTS Unit/UIT - Equity
2,000,000 sh
$21,260
SVF INVESTMENT CORP UNIT EX 122025 Stock
2,000,000 sh
2,000,000 sh
NEW
$21,120
$21,120
ALTIMETER GROWTH CORP 2 COM CL A Stock
1,996,000 sh
1,996,000 sh
NEW
$20,718
$20,718
NCINO INC COM
275,000 sh
$18,348
LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026
1,700,000 sh
1,700,000 sh
NEW
$18,207
$18,207
OLO INC CL A
681,000 sh
681,000 sh
NEW
$17,972
$17,972
DUCK CREEK TECHNOLOGIES INC SHS
350,000 sh
$15,799
AFFIRM HLDGS INC COM
200,000 sh
200,000 sh
NEW
$14,144
$14,144
SVF INVESTMENT CORP 3 CLS A COMMON STOCK USD.0001
1,100,000 sh
1,100,000 sh
NEW
$11,110
$11,110
LEAD EDGE GROWTH OPPORTUNITI UNIT USD.0001
1,000,000 sh
1,000,000 sh
NEW
$9,970
$9,970
LDH GROWTH CORP I UNIT 03/17/2026
960,000 sh
960,000 sh
NEW
$9,715
$9,715
LI AUTO INC SPONSORED ADS
350,000 sh
$8,750
PROVIDENT ACQUISITION UNT COM
800,000 sh
800,000 sh
NEW
$8,128
$8,128
SVF INVESTMENT CORP 2 CLS A COMMON STOCK USD.0001
775,000 sh
775,000 sh
NEW
$7,828
$7,828
XP INC CL A
200,000 sh
$7,534
ZOOMINFO TECHNOLOGIES INC CL A COMMON STOCK
150,000 sh
$7,335
VERTEX INC CL A
325,000 sh
$7,144
HUYA INC ADS REP SHS A
362,000 sh
$7,052
AMERICAN WELL CORP CL A
400,000 sh
$6,948
DOUYU INTERNATIONAL HLDNGS L SPONSORED ADS
400,000 sh
$4,164
SOLARWINDS CORP COM
200,000 sh
$3,488
17 ED & TECHNOLOGY GROUP INC ADS
480,000 sh
$3,427
OUTSET MED INC COM
55,000 sh
$2,991
DADA NEXUS LTD - ADR Foreign Stock
50,000 sh
$1,357
OAK STREET HEALTH COM
25,000 sh
$1,357
ONESMART INTL ED GROUP LTD SPONSORED ADS
320,000 sh
$742
KINGSOFT CLOUD HLDGS LTD ADS
10,000 sh
$393
SEMRUSH HLDGS INC CL A COM
10,000 sh
10,000 sh
NEW
$119
$119
GSX TECHEDU INC SPONSORED ADS
0 sh
-3,020,769 sh
-100%
$0
-$156,204
YALLA GROUP ADR REP CL A ORD SPONSORED ADR
0 sh
-350,000 sh
-100%
$0
-$5,016