China Universal Asset Management Co., Ltd. Q4 2022 Filing

Filed January 31, 2023

Portfolio Value

$248.7M

Holdings

391

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (391 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON.COM INC
170,668$14.3M5.76%
2
MSFTMICROSOFT CORP
55,050$13.2M5.31%
3
IQIQIYI INC-ADR
2,418,500$12.8M5.15%
4
PDDPINDUODUO ADR
131,240$10.7M4.30%
5
UNHUNITEDHEALTH
14,061$7.5M3.00%
6
MRKMERCK & CO. INC.
64,764$7.2M2.90%
7
VVISA INC-CLASS A SHARES
28,450$5.9M2.38%
8
NOWSERVICENOW INC
14,850$5.8M2.32%
9
ADIANALOG DEVICES INC
33,500$5.5M2.21%
10
LLYELI LILLY & CO
14,565$5.3M2.14%
11
VRTXVERTEX PHARMACEUTICALS INC
16,786$4.8M1.95%
12
AAPLAPPLE INC
32,600$4.2M1.70%
13
WDAYWORKDAY INC-CLASS A
22,900$3.8M1.54%
14
COSTCOSTCO WHOLESALE CORP
8,228$3.8M1.51%
15
ONON SEMICONDUCTOR
60,000$3.7M1.50%
16
GOOGLALPHABET INC-CL A
38,800$3.4M1.38%
17
DC4DEXCOM INC
30,159$3.4M1.37%
18
RMBS*RAMBUS INC
93,000$3.3M1.34%
19
LULULULULEMON ATHLETICA INC
10,348$3.3M1.33%
20
HDHOME DEPOT INC
10,244$3.2M1.30%
21
ALNYALNYLAM PHARMACEUTICALS INC
13,604$3.2M1.30%
22
FTNTFORTINET INC
65,000$3.2M1.28%
23
WOLF*WOLFSPEED INC
45,369$3.1M1.26%
24
QUREUNIQURE NV
132,980$3.0M1.21%
25
KEYSKEYSIGHT TECHNOLOGIES IN
17,500$3.0M1.20%
26
ADBEADOBE SYSTEMS INC
8,800$3.0M1.19%
27
BNTXBIONTECH SE-ADR
19,065$2.9M1.15%
28
TSMTAIWAN SEMICONDUCTOR-SP ADR
38,200$2.9M1.15%
29
CRMSALESFORCE INC
20,900$2.8M1.11%
30
MRVLMARVELL TECHNOLOGY GROUP LTD
73,500$2.7M1.09%
31
AVGOBROADCOM LTD
4,850$2.7M1.09%
32
BMRNBIOMARIN PHARMACEUTICAL INC
25,930$2.7M1.08%
33
ISRGINTUITIVE SURGICAL INC
9,595$2.5M1.02%
34
IAU*ISHARES GOLD TRUST
73,000$2.5M1.02%
35
PANWPALO ALTO NETWORKS INC
18,000$2.5M1.01%
36
CTLTEURCATALENT INC
55,723$2.5M1.01%
37
GQ9SPDR GOLD SHARES
14,700$2.5M1.00%
38
ASMLASML HOLDING NV-NY REG SHS
4,500$2.5M0.99%
39
SGOLabrdn Gold ETF Trust
140,000$2.4M0.98%
40
MAMASTERCARD INC - A
7,000$2.4M0.98%
41
ADSKAUTODESK INC
11,950$2.2M0.90%
42
UBERUBER TECHNOLOGIES INC
90,000$2.2M0.89%
43
ABNBAIRBNB INC-CLASS A
25,338$2.2M0.87%
44
DASHDOORDASH INC - A
41,824$2.0M0.82%
45
TSLATESLA INC
16,331$2.0M0.81%
46
METAMeta Platforms Inc.
16,644$2.0M0.81%
47
TSEMTOWER SEMICONDUCTOR LTD
45,000$1.9M0.78%
48
SNPSSYNOPSYS INC
6,000$1.9M0.77%
49
NVDANVIDIA CORP
13,100$1.9M0.77%
50
CRWDCROWDSTRIKE HOLDINGS INC - A
16,700$1.8M0.71%
51
AMDADVANCED MICRO DEVICES
26,800$1.7M0.70%
52
TEAMATLASSIAN CORP PLC-CLASS A
13,300$1.7M0.69%
53
MRNAMODERNA INC
9,489$1.7M0.69%
54
BBWIBATH & BODY WORKS INC
37,206$1.6M0.63%
55
NVONOVO-NORDISK A/S-SPONS ADR
11,440$1.5M0.62%
56
BEKEKE HOLDINGS INC
105,300$1.5M0.59%
57
ALBALBEMARLE CORP
6,700$1.5M0.59%
58
XBISPDR S&P BIOTECH ETF
16,937$1.4M0.57%
59
BIIBBIOGEN INC
4,452$1.2M0.50%
60
XYZBlock Inc
19,600$1.2M0.50%
61
HALOHALOZYME THERAPEUTICS INC
21,636$1.2M0.49%
62
LILI AUTO INC - ADR
55,000$1.1M0.45%
63
DECKDECKERS OUTDOOR CORP
2,329$930K0.37%
64
DYHTARGET CORP
6,204$925K0.37%
65
BKNGBOOKING HOLDINGS INC
453$913K0.37%
66
NKENIKE INC -CL B
7,779$910K0.37%
67
DDLDINGDONG CAYMAN LTD -SPN ADR
211,114$901K0.36%
68
IDXXIDEXX LABORATORIES INC
2,190$893K0.36%
69
GILDGILEAD SCIENCES INC
10,089$866K0.35%
70
HTHTH World Group Ltd
20,300$861K0.35%
71
ONONOn Holding AG
49,444$848K0.34%
72
AMGNAMGEN INC
3,094$813K0.33%
73
DISWALT DISNEY CO/THE
9,347$812K0.33%
74
ILMNILLUMINA INC
3,964$802K0.32%
75
ULTAULTA BEAUTY INC
1,684$790K0.32%
76
REGNREGENERON PHARMACEUTICALS
1,088$785K0.32%
77
DHRDANAHER CORP
2,943$782K0.31%
78
DLTRDOLLAR TREE INC
5,185$733K0.29%
79
SHOPSHOPIFY INC - CLASS A
20,425$709K0.29%
80
N1UANEW ORIENTAL EDUCATION-SP ADR
19,673$685K0.28%
81
SKAASKECHERS USA INC-CL A
16,273$683K0.27%
82
GMGENERAL MOTORS CO
20,000$673K0.27%
83
CHPTCHARGEPOINT HOLDINGS INC
70,000$667K0.27%
84
DOCUDOCUSIGN INC
10,000$554K0.22%
85
QCOMQUALCOMM INC
5,000$550K0.22%
86
YMMFULL TRUCK ALLIANCE
68,100$545K0.22%
87
RGENREPLIGEN CORP
2,956$500K0.20%
88
RACEFERRARI NV
2,000$428K0.17%
89
AZNASTRAZENECA PLC-SPONS ADR
6,207$421K0.17%
90
CLVTrip.com Grp Ltd
11,900$409K0.16%
91
BILIBILIBILI INC-SPONSORED ADR
17,074$404K0.16%
92
HLTHILTON WORLDWIDE HOLDINGS IN
2,987$377K0.15%
93
UUNITY SOFTWARE INC
13,048$373K0.15%
94
CPRICAPRI HOLDINGS LTD
5,987$343K0.14%
95
STAASTAAR SURGICAL CO
6,803$330K0.13%
96
GOOGALPHABET INC-CL C
3,574$317K0.13%
97
CMBTEURONAV NV
16,000$273K0.11%
98
HZNPHORIZON THERAPEUTICS PLC
2,302$262K0.11%
99
DPZDOMINO'S PIZZA INC
739$256K0.10%
100
RBLXROBLOX CORP -CLASS A
8,960$255K0.10%
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