China Universal Asset Management Co., Ltd. Q1 2022 Filing

Filed April 25, 2022

Portfolio Value

$282.5M

Holdings

86

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (86 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
56,550$17.4M6.17%
2
GOOGLALPHABET INC-CL A
5,290$14.7M5.21%
3
AMZNAMAZON.COM INC
3,709$12.1M4.28%
4
UNHUNITEDHEALTH
23,069$11.8M4.16%
5
TSLATESLA INC
10,832$11.7M4.13%
6
NVDANVIDIA CORP
38,259$10.4M3.70%
7
AAPLAPPLE INC
50,600$8.8M3.13%
8
NOWSERVICENOW INC
15,854$8.8M3.13%
9
VRTXVERTEX PHARMACEUTICALS INC
32,039$8.4M2.96%
10
CRMSALESFORCE.COM INC
38,000$8.1M2.86%
11
DHRDANAHER CORP
26,427$7.8M2.74%
12
TSMTAIWAN SEMICONDUCTOR-SP ADR
72,811$7.6M2.69%
13
VVISA INC-CLASS A SHARES
26,450$5.9M2.08%
14
ISRGINTUITIVE SURGICAL INC
19,425$5.9M2.07%
15
WDAYWORKDAY INC-CLASS A
23,800$5.7M2.02%
16
JDJD.COM INC-ADR
98,476$5.7M2.02%
17
AMDADVANCED MICRO DEVICES
51,800$5.7M2.01%
18
ADBEADOBE SYSTEMS INC
12,394$5.6M2.00%
19
DC4DEXCOM INC
10,773$5.5M1.95%
20
MRVLMARVELL TECHNOLOGY GROUP LTD
75,000$5.4M1.90%
21
ZTSZOETIS INC
25,318$4.8M1.69%
22
WMTWALMART INC
31,320$4.7M1.65%
23
CTLTEURCATALENT INC
41,499$4.6M1.63%
24
RMBS*RAMBUS INC
143,000$4.6M1.61%
25
PGPROCTER & GAMBLE CO/THE
27,825$4.3M1.51%
26
CRWDCROWDSTRIKE HOLDINGS INC - A
16,700$3.8M1.34%
27
ZTOZTO EXPRESS CAYMAN INC-ADR
147,000$3.7M1.30%
28
METAMeta Platforms Inc.
15,646$3.5M1.23%
29
FTNTFORTINET INC
10,000$3.4M1.21%
30
ONON SEMICONDUCTOR
54,000$3.4M1.20%
31
KEYSKEYSIGHT TECHNOLOGIES IN
19,500$3.1M1.09%
32
PHYS/USPROTT PHYSICAL GOLD TRUST
200,000$3.1M1.09%
33
GQ9SPDR GOLD SHARES
17,000$3.1M1.09%
34
SGOLABERDEEN STNDRD PHYSIC GLD
165,000$3.1M1.09%
35
DASHDOORDASH INC - A
26,071$3.1M1.08%
36
AVGOBROADCOM LTD
4,850$3.1M1.08%
37
IAU*ISHARES GOLD TRUST
82,000$3.0M1.07%
38
ASMLASML HOLDING NV-NY REG SHS
4,500$3.0M1.06%
39
CVSCVS HEALTH CORP
28,801$2.9M1.03%
40
NTESNETEASE INC-ADR
31,463$2.8M1.00%
41
ACMRACM RESEARCH INC-CLASS A
132,450$2.7M0.97%
42
ALBALBEMARLE CORP
11,700$2.6M0.92%
43
ABNBAIRBNB INC-CLASS A
15,000$2.6M0.91%
44
ADSKAUTODESK INC
11,450$2.5M0.87%
45
PDDPINDUODUO ADR
56,560$2.3M0.80%
46
XYZBlock Inc
16,600$2.3M0.80%
47
LRCXEURLAM RESERCH CORP
4,150$2.2M0.79%
48
ZEN1EURZENDESK INC
17,600$2.1M0.75%
49
TXNTEXAS INSTRUMENTS INC
10,000$1.8M0.65%
50
SESEA LTD-ADR
14,108$1.7M0.60%
51
RGENREPLIGEN CORP
8,939$1.7M0.60%
52
ADIANALOG DEVICES INC
10,000$1.7M0.58%
53
STMSTMICROELECTRONICS NV-NY SHS
32,000$1.4M0.49%
54
SNAPSNAP INC - A
37,000$1.3M0.47%
55
EDUNEW ORIENTAL EDUCATION-SP ADR
1,000,000$1.1M0.41%
56
DOCUDOCUSIGN INC
10,000$1.1M0.38%
57
IDXXIDEXX LABORATORIES INC
1,929$1.1M0.37%
58
CRLCHARLES RIVER LABORATORIES
3,214$913K0.32%
59
TXG10X GENOMICS INC-CLASS A
9,359$712K0.25%
60
BKNGBOOKING HOLDINGS INC
297$697K0.25%
61
EWEDWARDS LIFESCIENCES CORP
5,901$695K0.25%
62
BMRNBIOMARIN PHARMACEUTICAL INC
6,860$529K0.19%
63
WOLF*WOLFSPEED INC
4,020$458K0.16%
64
BABAALIBABA GROUP HOLDING LTD
3,947$429K0.15%
65
BNTXBIONTECH SE-ADR
2,298$392K0.14%
66
LLYELI LILLY & CO
1,331$381K0.13%
67
ILMNILLUMINA INC
905$316K0.11%
68
LULULULULEMON ATHLETICA INC
762$278K0.10%
69
IQVIQVIA HOLDINGS INC
873$202K0.07%
70
AFWALIGN TECHNOLOGY INC
435$190K0.07%
71
MRNAMODERNA INC
966$166K0.06%
72
DNAGINKGO BIOWORKS HOLDINGS INC
29,813$120K0.04%
73
CRSPCRISPR THERAPEUTICS AG
1,333$84K0.03%
74
NFLXNETFLIX INC
153$57K0.02%
75
GHGUARDANT HEALTH INC
581$38K0.01%
76
MRTXEURMIRATI THERAPEUTICS INC
247$20K0.01%
77
QTRXQUANTERIX CORP
415$12K0.00%
78
VEEVVEEVA SYSTEMS INC-CLASS A
55$12K0.00%
79
NTLAINTELLIA THERAPEUTICS INC
154$11K0.00%
80
STAASTAAR SURGICAL CO
136$11K0.00%
81
EXASEXACT SCIENCES CORP
128$9K0.00%
82
MRKMERCK & CO. INC.
94$8K0.00%
83
NVONOVO-NORDISK A/S-SPONS ADR
49$5K0.00%
84
NVV1NOVAVAX INC
56$4K0.00%
85
NKENIKE INC -CL B
29$4K0.00%
86
SDGRSCHRODINGER INC
48$2K0.00%