China Universal Asset Management Co., Ltd. Q2 2022 Filing

Filed August 12, 2022

Portfolio Value

$237.8M

Holdings

94

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (94 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
56,550$14.5M6.11%
2
AMZNAMAZON.COM INC
103,211$11.0M4.61%
3
TSLATESLA INC
12,830$8.6M3.63%
4
GOOGLALPHABET INC-CL A
3,840$8.4M3.52%
5
UNHUNITEDHEALTH
16,196$8.3M3.50%
6
NOWSERVICENOW INC
15,854$7.5M3.17%
7
PDDPINDUODUO ADR
120,925$7.5M3.14%
8
VRTXVERTEX PHARMACEUTICALS INC
24,429$6.9M2.89%
9
CRMSALESFORCE INC
39,200$6.5M2.72%
10
JDJD.COM INC-ADR
98,676$6.3M2.66%
11
MRKMERCK & CO. INC.
64,595$5.9M2.48%
12
CTLTEURCATALENT INC
53,750$5.8M2.43%
13
VVISA INC-CLASS A SHARES
26,450$5.2M2.19%
14
ZTOZTO EXPRESS CAYMAN INC-ADR
187,500$5.1M2.16%
15
ADBEADOBE SYSTEMS INC
13,394$4.9M2.06%
16
TSMTAIWAN SEMICONDUCTOR-SP ADR
59,393$4.9M2.05%
17
NVDANVIDIA CORP
31,898$4.8M2.03%
18
N1UANEW ORIENTAL EDUCATION-SP ADR
225,000$4.6M1.93%
19
LILI AUTO INC - ADR
115,500$4.4M1.86%
20
TSEMTOWER SEMICONDUCTOR LTD
90,000$4.2M1.75%
21
AAPLAPPLE INC
29,600$4.0M1.70%
22
NVONOVO-NORDISK A/S-SPONS ADR
35,171$3.9M1.65%
23
MRVLMARVELL TECHNOLOGY GROUP LTD
89,500$3.9M1.64%
24
FTNTFORTINET INC
65,000$3.7M1.55%
25
LULULULULEMON ATHLETICA INC
12,902$3.5M1.48%
26
ADIANALOG DEVICES INC
23,000$3.4M1.41%
27
NTESNETEASE INC-ADR
35,250$3.3M1.38%
28
WDAYWORKDAY INC-CLASS A
22,900$3.2M1.34%
29
RMBS*RAMBUS INC
143,000$3.1M1.29%
30
DHRDANAHER CORP
11,920$3.0M1.27%
31
CRWDCROWDSTRIKE HOLDINGS INC - A
16,700$2.8M1.18%
32
ONON SEMICONDUCTOR
54,000$2.7M1.14%
33
IAU*ISHARES GOLD TRUST
79,000$2.7M1.14%
34
DC4DEXCOM INC
36,228$2.7M1.14%
35
PHYS/USPROTT PHYSICAL GOLD TRUST
190,000$2.7M1.13%
36
KEYSKEYSIGHT TECHNOLOGIES IN
19,500$2.7M1.13%
37
AMDADVANCED MICRO DEVICES
34,800$2.7M1.12%
38
GQ9SPDR GOLD SHARES
15,700$2.6M1.11%
39
SGOLabrdn Gold ETF Trust
150,000$2.6M1.09%
40
ALBALBEMARLE CORP
11,700$2.4M1.03%
41
ABNBAIRBNB INC-CLASS A
27,208$2.4M1.02%
42
AVGOBROADCOM LTD
4,850$2.4M0.99%
43
BMRNBIOMARIN PHARMACEUTICAL INC
28,131$2.3M0.98%
44
BILIBILIBILI INC-SPONSORED ADR
87,200$2.2M0.94%
45
ACMRACM RESEARCH INC-CLASS A
132,450$2.2M0.94%
46
ASMLASML HOLDING NV-NY REG SHS
4,500$2.1M0.90%
47
DASHDOORDASH INC - A
31,400$2.0M0.85%
48
METAMeta Platforms Inc.
12,000$1.9M0.81%
49
MAMASTERCARD INC - A
6,000$1.9M0.80%
50
ADSKAUTODESK INC
10,950$1.9M0.79%
51
ZTSZOETIS INC
10,680$1.8M0.77%
52
LLYELI LILLY & CO
5,344$1.7M0.73%
53
MRNAMODERNA INC
11,961$1.7M0.72%
54
PANWPALO ALTO NETWORKS INC
3,100$1.5M0.64%
55
XPEVXPENG INC - ADR
42,300$1.3M0.56%
56
EWEDWARDS LIFESCIENCES CORP
11,721$1.1M0.47%
57
XYZBlock Inc
16,600$1.0M0.43%
58
STMSTMICROELECTRONICS NV-NY SHS
32,000$1.0M0.42%
59
SNAPSNAP INC - A
57,000$748K0.31%
60
HTHTCHINA LODGING GROUP-
19,370$738K0.31%
61
ISRGINTUITIVE SURGICAL INC
3,395$681K0.29%
62
SESEA LTD-ADR
10,108$676K0.28%
63
CMGCHIPOTLE MEXICAN GRILL INC
441$577K0.24%
64
DOCUDOCUSIGN INC
10,000$574K0.24%
65
BKNGBOOKING HOLDINGS INC
297$519K0.22%
66
YMMFULL TRUCK ALLIANCE
52,100$472K0.20%
67
ROSTROSS STORES INC
6,600$464K0.20%
68
CVSCVS HEALTH CORP
4,494$416K0.17%
69
NKENIKE INC -CL B
3,819$390K0.16%
70
BNTXBIONTECH SE-ADR
2,298$343K0.14%
71
CLVTrip.com Grp Ltd
11,290$310K0.13%
72
GOOSCANADA GOOSE HOLDINGS INC
13,500$243K0.10%
73
WOLF*WOLFSPEED INC
3,447$219K0.09%
74
IDXXIDEXX LABORATORIES INC
427$150K0.06%
75
AFWALIGN TECHNOLOGY INC
435$103K0.04%
76
RGENREPLIGEN CORP
563$91K0.04%
77
CRSPCRISPR THERAPEUTICS AG
1,333$81K0.03%
78
DNAGINKGO BIOWORKS HOLDINGS INC
29,813$71K0.03%
79
ILMNILLUMINA INC
205$38K0.02%
80
BEKEKE HOLDINGS INC
1,479$27K0.01%
81
GHGUARDANT HEALTH INC
581$23K0.01%
82
BABAALIBABA GROUP HOLDING LTD
194$22K0.01%
83
CRLCHARLES RIVER LABORATORIES
89$19K0.01%
84
IQVIQVIA HOLDINGS INC
84$18K0.01%
85
TXG10X GENOMICS INC-CLASS A
322$15K0.01%
86
VEEVVEEVA SYSTEMS INC-CLASS A
55$11K0.00%
87
STAASTAAR SURGICAL CO
136$10K0.00%
88
NTLAINTELLIA THERAPEUTICS INC
154$8K0.00%
89
QTRXQUANTERIX CORP
415$7K0.00%
90
LRCXEURLAM RESERCH CORP
0$6K0.00%
91
EXASEXACT SCIENCES CORP
128$5K0.00%
92
NVV1NOVAVAX INC
56$3K0.00%
93
PYPLPAYPAL HOLDINGS INC
34$2K0.00%
94
SDGRSCHRODINGER INC
48$1K0.00%