| Ticker | Name | Value | Shares | ↓ Weighting | ||||
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $862,805 | 60.1% | 11,476,523 | 0.0% | 47.52% | 15.6% | |
| BAC | BK OF AMERICA CORP | $374,601 | 25.8% | 12,358,987 | 0.0% | 20.63% | -9.1% | |
| FB | FACEBOOK INCcl a | Reduce | $262,316 | -24.7% | 960,300 | -27.9% | 14.45% | -45.6% |
| GOOG | ALPHABET INCcap stk cl c | $150,486 | 19.2% | 85,900 | 0.0% | 8.29% | -13.9% | |
| AAPL | APPLE INC | New | $100,791 | – | 759,600 | – | 5.55% | – |
| PDD | PINDUODUO INCsponsored ads | New | $64,524 | – | 363,165 | – | 3.55% | – |
Download | ||||||||
- Portfolio
- Total value$1.82 Billion
- Holdings6
- Turnover50.0%
- Managers
- Li Lu
- Strategy
- Concentrated
- Value
- Filings
- EDGAR
February 16, 2021 11:12