13F HOLDINGS REPORT
Strategic Vision Investment Ltd
Quarter ended Q2 2023 · Filed May 10, 2023 · Accession 0001172661-23-001966
Total Value
$416.4M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 161,000 | $44.7M | 10.74% |
| 2 | RLX TECHNOLOGY INC | RLX | 13,143,604 | $38.1M | 9.15% |
| 3 | MICROSOFT CORP | MSFT | 130,000 | $37.5M | 9.00% |
| 4 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 895,039 | $34.6M | 8.30% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 370,300 | $34.4M | 8.27% |
| 6 | BAIDU INC | BAIDF | 218,901 | $33.0M | 7.93% |
| 7 | MICROSOFT CORP | MSFT | 105,263 | $30.3M | 7.29% |
| 8 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 90,000 | $29.9M | 7.19% |
| 9 | MARVELL TECHNOLOGY INC | MRVL | 549,200 | $23.8M | 5.71% |
| 10 | CLOUDFLARE INC | NET | 380,483 | $23.5M | 5.63% |
| 11 | GAOTU TECHEDU INC | GOTU | 5,300,610 | $22.4M | 5.37% |
| 12 | MARVELL TECHNOLOGY INC | MRVL | 500,000 | $21.6M | 5.20% |
| 13 | BAIDU INC | BAIDF | 105,000 | $15.8M | 3.81% |
| 14 | NVIDIA CORPORATION | NVDA | 43,100 | $12.0M | 2.88% |
| 15 | KANZHUN LIMITED | BZ | 325,547 | $6.2M | 1.49% |
| 16 | SUPER MICRO COMPUTER INC | SMCI | 22,500 | $2.4M | 0.58% |
| 17 | SNOWFLAKE INC | SNOW | 11,864 | $1.8M | 0.44% |
| 18 | C3 AI INC | AI | 32,600 | $1.1M | 0.26% |
| 19 | BLACK SPADE ACQUISITION CO | BIII-WT | 99,900 | $1.0M | 0.25% |
| 20 | HUYA INC | HUYA | 181,427 | $654,951 | 0.16% |
| 21 | SCHRODINGER INC | SDGR | 23,322 | $614,068 | 0.15% |
| 22 | ADAGENE INC | ADAG | 352,264 | $510,783 | 0.12% |
| 23 | EXSCIENTIA PLC | 30223G102 | 63,689 | $337,552 | 0.08% |
| 24 | YS BIOPHARMA CO LTD | G9845F117 | 38,857 | $6,050 | 0.00% |