13F HOLDINGS REPORT
AnglePoint Asset Management Ltd
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001869683-23-000003
Total Value
$93.3M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MAXEON SOLAR TECHNOLOGIES ORD | MAXN | 1,280,348 | $34.0M | 36.42% |
| 2 | COUCHBASE ORD | 22207T101 | 739,989 | $10.4M | 11.15% |
| 3 | PDD HOLDINGS ADS | PDD | 133,700 | $10.1M | 10.88% |
| 4 | ENPHASE ENERGY ORD | ENPH | 43,938 | $9.2M | 9.90% |
| 5 | LI AUTO ADR 2 ORD | LAAOF | 226,800 | $5.7M | 6.06% |
| 6 | ALIBABA GROUP HOLDING ADR REP 8 ORD | BBAAY | 47,100 | $4.8M | 5.16% |
| 7 | TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | 874039100 | 43,400 | $4.0M | 4.33% |
| 8 | ZTO EXPRESS CAYMAN ADR REP CL A ORD | ZTOEF | 139,621 | $4.0M | 4.29% |
| 9 | STEM ORD | STEM | 537,000 | $3.0M | 3.26% |
| 10 | DAQO NEW ENERGY ADR REP 5 ORD | DQ | 64,459 | $3.0M | 3.24% |
| 11 | HESAI ADS REP 1 CL B ORD | HSIGF | 115,000 | $1.8M | 1.91% |
| 12 | KANZHUN ADR REP 2 ORD | BZ | 80,838 | $1.5M | 1.65% |
| 13 | VICARIOUS SURGICAL CL A ORD | RBOTW | 534,868 | $1.2M | 1.30% |
| 14 | TESLA ORD | TSLA | 2,100 | $435,666 | 0.47% |