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 |
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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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 7,182,595 | 63,055 | SH | SOLE | 63,055 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 301,132 | 2,310 | SH | SOLE | 2,310 | 0 | 0 | ||
AGORA INC | ADS | 00851L103 | 1,005,106 | 321,120 | SH | SOLE | 321,120 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 13,552,710 | 162,600 | SH | SOLE | 162,600 | 0 | 0 | ||
KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 46,035,994 | 3,058,870 | SH | SOLE | 3,058,870 | 0 | 0 | ||
CONFLUENT INC | CLASS A COM | 20717M103 | 389,293 | 11,025 | SH | SOLE | 11,025 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 447,629 | 4,550 | SH | SOLE | 4,550 | 0 | 0 | ||
SMART SH GLOBAL LTD | ADS | 83193E102 | 1,543,620 | 1,583,200 | SH | SOLE | 1,583,200 | 0 | 0 | ||
JFROG LTD | ORD SHS | M6191J100 | 259,549 | 9,370 | SH | SOLE | 9,370 | 0 | 0 | ||
GITLAB INC | CLASS A COM | 37637K108 | 267,305 | 5,230 | SH | SOLE | 5,230 | 0 | 0 | ||
HESAI GROUP | SPONSORED ADS | 428050108 | 1,799,577 | 170,900 | SH | SOLE | 170,900 | 0 | 0 | ||
KRANESHARES TR | CSI CHI INTERNET | 500767306 | 10,125,680 | 376,000 | SH | Call | SOLE | 376,000 | 0 | 0 | |
KRANESHARES TR | CSI CHI INTERNET | 500767306 | 1,438,062 | 53,400 | SH | SOLE | 53,400 | 0 | 0 | ||
MONGODB INC | CL A | 60937P106 | 902,945 | 2,197 | SH | SOLE | 2,197 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 12,044,428 | 22,295 | SH | SOLE | 22,295 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 5,270,504 | 88,165 | SH | SOLE | 88,165 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 32,274,679 | 94,775 | SH | SOLE | 94,775 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 2,804,356 | 44,436 | SH | SOLE | 44,436 | 0 | 0 | ||
NEW RELIC INC | COM | 64829B100 | 214,643 | 3,280 | SH | SOLE | 3,280 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 274,803 | 489 | SH | SOLE | 489 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 13,113,620 | 31,000 | SH | Call | SOLE | 31,000 | 0 | 0 | |
NVIDIA CORPORATION | COM | 67066G104 | 68,166,289 | 161,142 | SH | SOLE | 161,142 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 297,725 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 1,355,144 | 19,600 | SH | SOLE | 19,600 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 16,217,538 | 43,900 | SH | Put | SOLE | 43,900 | 0 | 0 | |
VICARIOUS SURGICAL INC | COM CL A | 92561V109 | 2,387,418 | 1,304,600 | SH | SOLE | 1,304,600 | 0 | 0 | ||
SES AI CORPORATION | CL A COM | 78397Q109 | 1,220,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 284,563 | 4,405 | SH | SOLE | 4,405 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 538,499 | 3,060 | SH | SOLE | 3,060 | 0 | 0 | ||
SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G79483106 | 4,602,509 | 74,390 | SH | SOLE | 74,390 | 0 | 0 | ||
TERADYNE INC | COM | 880770102 | 8,050,829 | 72,315 | SH | SOLE | 72,315 | 0 | 0 | ||
VNET GROUP INC | SPONSORED ADS A | 90138A103 | 472,700 | 163,000 | SH | SOLE | 163,000 | 0 | 0 | ||
XPENG INC | ADS | 98422D105 | 2,686,375 | 200,177 | SH | SOLE | 200,177 | 0 | 0 | ||
FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | 14,733,314 | 2,368,700 | SH | SOLE | 2,368,700 | 0 | 0 |