$191 Million is the total value of Mass Ave Global Inc.'s 27 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| YUMC | New | YUM CHINA HLDGS INC | $30,743,000 | – | 616,833 | +100.0% | 16.09% | – |
| AMZN | New | AMAZON COM INC | $29,782,000 | – | 8,932 | +100.0% | 15.59% | – |
| TDG | New | TRANSDIGM GROUP INC | $22,437,000 | – | 35,262 | +100.0% | 11.74% | – |
| BEKE | New | KE HLDGS INCsponsored ads | $15,276,000 | – | 759,229 | +100.0% | 8.00% | – |
| SHOP | New | SHOPIFY INCcl a | $11,935,000 | – | 8,665 | +100.0% | 6.25% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $10,648,000 | – | 64,438 | +100.0% | 5.57% | – |
| MSFT | New | MICROSOFT CORP | $10,314,000 | – | 30,666 | +100.0% | 5.40% | – |
| NVDA | New | NVIDIA CORPORATION | $10,131,000 | – | 34,447 | +100.0% | 5.30% | – |
| ZI | New | ZOOMINFO TECHNOLOGIES INC | $9,326,000 | – | 145,265 | +100.0% | 4.88% | – |
| SE | New | SEA LTDsponsord ads | $9,233,000 | – | 41,271 | +100.0% | 4.83% | – |
| OKTA | New | OKTA INCcl a | $4,587,000 | – | 20,463 | +100.0% | 2.40% | – |
| ESTC | New | ELASTIC N V | $3,733,000 | – | 30,325 | +100.0% | 1.95% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $3,313,000 | – | 5,843 | +100.0% | 1.73% | – |
| TSP | New | TUSIMPLE HLDGS INCcl a | $3,141,000 | – | 87,624 | +100.0% | 1.64% | – |
| DIS | New | DISNEY WALT CO | $2,956,000 | – | 19,082 | +100.0% | 1.55% | – |
| COIN | New | COINBASE GLOBAL INC | $2,333,000 | – | 9,244 | +100.0% | 1.22% | – |
| New | WOLFSPEED INC | $2,024,000 | – | 18,110 | +100.0% | 1.06% | – | |
| TSLA | New | TESLA INC | $1,645,000 | – | 1,557 | +100.0% | 0.86% | – |
| NOW | New | SERVICENOW INC | $1,523,000 | – | 2,346 | +100.0% | 0.80% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $1,311,000 | – | 7,128 | +100.0% | 0.69% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $1,078,000 | – | 25,839 | +100.0% | 0.56% | – |
| VNM | New | VANECK ETF TRUSTvaneck vietnam | $1,066,000 | – | 50,187 | +100.0% | 0.56% | – |
| GOLD | New | BARRICK GOLD CORP | $894,000 | – | 47,045 | +100.0% | 0.47% | – |
| New | VALENS SEMICONDUCTOR LTDordinary shares | $576,000 | – | 74,830 | +100.0% | 0.30% | – | |
| MX | New | MAGNACHIP SEMICONDUCTOR CORP | $393,000 | – | 18,735 | +100.0% | 0.21% | – |
| SQ | New | BLOCK INCcl a | $382,000 | – | 2,363 | +100.0% | 0.20% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $251,000 | – | 2,869 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ELASTIC N V | 5 | Q4 2022 | 5.3% |
| NVIDIA CORPORATION | 5 | Q4 2022 | 5.3% |
| SEA LTD | 5 | Q4 2022 | 4.8% |
| MARVELL TECHNOLOGY INC | 5 | Q4 2022 | 1.7% |
| CREDO TECHNOLOGY GROUP HOLDI | 4 | Q4 2022 | 17.5% |
| MICROSOFT CORP | 4 | Q3 2022 | 7.1% |
| YUM CHINA HLDGS INC | 4 | Q4 2022 | 16.1% |
| KE HLDGS INC | 4 | Q3 2022 | 8.0% |
| KANZHUN LIMITED | 4 | Q4 2022 | 2.6% |
| TESLA INC | 4 | Q3 2022 | 4.1% |
View Mass Ave Global Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Mass Ave Global Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.