13F HOLDINGS REPORT
Strategic Vision Investment Ltd
Quarter ended Q3 2023 · Filed July 31, 2023 · Accession 0001172661-23-002678
Total Value
$241.1M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | RLX TECHNOLOGY INC | RLX | 40,280,110 | $71.3M | 29.57% |
| 2 | MICROSOFT CORP | MSFT | 130,000 | $44.3M | 18.36% |
| 3 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 458,500 | $18.1M | 7.51% |
| 4 | ORACLE CORP | ORCL-PD | 140,200 | $16.7M | 6.93% |
| 5 | BAIDU INC | BAIDF | 119,500 | $16.4M | 6.79% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 158,500 | $16.0M | 6.63% |
| 7 | NVIDIA CORPORATION | NVDA | 34,050 | $14.4M | 5.97% |
| 8 | GAOTU TECHEDU INC | GOTU | 4,226,338 | $12.2M | 5.07% |
| 9 | BRAZE INC | BRZE | 231,127 | $10.1M | 4.20% |
| 10 | ALPHABET INC | GOOG | 67,600 | $8.2M | 3.39% |
| 11 | MICROSOFT CORP | MSFT | 20,763 | $7.1M | 2.93% |
| 12 | SUPER MICRO COMPUTER INC | SMCI | 14,675 | $3.7M | 1.52% |
| 13 | MARVELL TECHNOLOGY INC | MRVL | 38,300 | $2.3M | 0.95% |
| 14 | ADAGENE INC | ADAG | 292,236 | $432,509 | 0.18% |
| 15 | YS BIOPHARMA CO LTD | G9845F117 | 38,857 | $1,826 | 0.00% |