The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
APPLE INC | COM | 037833100 | 24,286,208 | 125,206 | SH | SOLE | 125,206 | 0 | 0 | ||
ISHARES TR | MORNINGSTAR VALU | 464288109 | 29,778,408 | 448,200 | SH | SOLE | 448,200 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 6,905,908 | 60,626 | SH | SOLE | 60,626 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 57,228,040 | 439,000 | SH | SOLE | 439,000 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 4,144,854 | 40,600 | SH | SOLE | 40,600 | 0 | 0 | ||
DBX ETF TR | XTRACK HRVST CSI | 233051879 | 24,859,398 | 928,976 | SH | SOLE | 928,976 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 10,429,111 | 12,023 | SH | SOLE | 12,023 | 0 | 0 | ||
BLACKROCK INC | COM | 09247X101 | 33,079,343 | 47,862 | SH | SOLE | 47,862 | 0 | 0 | ||
BOSTON SCIENTIFIC COR | COM | 101137107 | 1,504,622 | 27,817 | SH | SOLE | 27,817 | 0 | 0 | ||
CARRIER GLOBAL CORPORATION | COM | 14448C104 | 12,128,395 | 243,983 | SH | SOLE | 243,983 | 0 | 0 | ||
CATERPILLAR INC | COM | 149123101 | 13,531,520 | 54,995 | SH | SOLE | 54,995 | 0 | 0 | ||
CAMECO CORP | COM | 13321L108 | 3,133,031 | 100,001 | SH | SOLE | 100,001 | 0 | 0 | ||
COUPANG INC | CL A | 22266T109 | 22,043,051 | 1,266,842 | SH | SOLE | 1,266,842 | 0 | 0 | ||
CROCS INC | COM | 227046109 | 30,123,351 | 267,906 | SH | SOLE | 267,906 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 21,046,379 | 51,942 | SH | SOLE | 51,942 | 0 | 0 | ||
ISHARES TR | MSCI INDONIA ETF | 46429B309 | 4,149,000 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
EATON CORP PLC | SHS | G29183103 | 41,797,831 | 207,846 | SH | SOLE | 207,846 | 0 | 0 | ||
ISHARES INC | MSCI TAIWAN ETF | 46434G772 | 4,440,334 | 94,435 | SH | SOLE | 94,435 | 0 | 0 | ||
ISHARES INC | MSCI STH KOR ETF | 464286772 | 23,732,197 | 374,443 | SH | SOLE | 374,443 | 0 | 0 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 24,312,641 | 136,381 | SH | SOLE | 136,381 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 11,639,129 | 96,215 | SH | SOLE | 96,215 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 9,357,548 | 78,175 | SH | SOLE | 78,175 | 0 | 0 | ||
GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | 65,205,370 | 19,010,312 | SH | SOLE | 19,010,312 | 0 | 0 | ||
CHART INDS INC | COM | 16115Q308 | 28,098,752 | 175,848 | SH | SOLE | 175,848 | 0 | 0 | ||
ICICI BANK LIMITED | ADR | 45104G104 | 662,488 | 28,704 | SH | SOLE | 28,704 | 0 | 0 | ||
ISHARES TR | BARCLAYS 7 10 YR | 464287440 | 2,817,822 | 29,170 | SH | SOLE | 29,170 | 0 | 0 | ||
ISHARES TR | 3 7 YR TREAS BD | 464288661 | 1,072,033 | 9,301 | SH | SOLE | 9,301 | 0 | 0 | ||
ISHARES TR | MSCI INDIA ETF | 46429B598 | 15,603,872 | 357,068 | SH | SOLE | 357,068 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 1,080,401 | 2,424 | SH | SOLE | 2,424 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 10,039,947 | 60,657 | SH | SOLE | 60,657 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,427,784 | 9,817 | SH | SOLE | 9,817 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 22,719,440 | 377,274 | SH | SOLE | 377,274 | 0 | 0 | ||
LINDE PLC | SHS | G5494J103 | 35,628,312 | 93,493 | SH | SOLE | 93,493 | 0 | 0 | ||
LILLY ELI & CO | COM | 532457108 | 26,784,386 | 57,112 | SH | SOLE | 57,112 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 22,063,839 | 73,938 | SH | SOLE | 73,938 | 0 | 0 | ||
META PLATFORMS IN | CL A | 30303M102 | 61,743,460 | 215,149 | SH | SOLE | 215,149 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 23,471,507 | 274,842 | SH | SOLE | 274,842 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 110,040,393 | 323,135 | SH | SOLE | 323,135 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 3,385,307 | 6,024 | SH | SOLE | 6,024 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 94,421,448 | 223,208 | SH | SOLE | 223,208 | 0 | 0 | ||
PINDUODUO INC | SPONSORED ADS | 722304102 | 77,300,663 | 1,118,031 | SH | SOLE | 1,118,031 | 0 | 0 | ||
QUANTA SVCS INC | COM | 74762E102 | 1,008,771 | 5,135 | SH | SOLE | 5,135 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 97,318,527 | 263,436 | SH | SOLE | 263,436 | 0 | 0 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 13,200,073 | 40,067 | SH | SOLE | 40,067 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 75,545,502 | 1,301,611 | SH | SOLE | 1,301,611 | 0 | 0 | ||
SCHLUMBERGER LTD | COM STK | 806857108 | 13,163,472 | 267,986 | SH | SOLE | 267,986 | 0 | 0 | ||
VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 6,775,125 | 44,500 | SH | SOLE | 44,500 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 37,979,116 | 94,737 | SH | SOLE | 94,737 | 0 | 0 | ||
ISHARES TR | 20 YR TR BD ETF | 464287432 | 8,495,844 | 82,532 | SH | SOLE | 82,532 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 26,509,074 | 50,808 | SH | SOLE | 50,808 | 0 | 0 | ||
T-MOBILE US INC | COM | 872590104 | 1,366,915 | 9,841 | SH | SOLE | 9,841 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 4,017,646 | 15,348 | SH | SOLE | 15,348 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 12,131,089 | 120,205 | SH | SOLE | 120,205 | 0 | 0 | ||
UNITY SOFTWARE INC | COM | 91332U101 | 5,539,524 | 127,580 | SH | SOLE | 127,580 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 804,128 | 18,627 | SH | SOLE | 18,627 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 4,642,021 | 9,658 | SH | SOLE | 9,658 | 0 | 0 | ||
ISHARES INC | MSCI WORLD ETF | 464286392 | 13,410,804 | 107,700 | SH | SOLE | 107,700 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 49,538,328 | 208,600 | SH | SOLE | 208,600 | 0 | 0 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 8,980,584 | 31,738 | SH | SOLE | 31,738 | 0 | 0 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 3,894,464 | 22,400 | SH | SOLE | 22,400 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 13,837,971 | 186,571 | SH | SOLE | 186,571 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 16,060,330 | 121,000 | SH | SOLE | 121,000 | 0 | 0 |