China Universal Asset Management Co., Ltd. Q1 2023 Filing

Filed April 28, 2023

Portfolio Value

$295.5M

Holdings

447

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (447 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
66,592$19.2M6.50%
2
AMZNAMAZON.COM INC
166,228$17.2M5.81%
3
NVDANVIDIA CORP
41,223$11.5M3.88%
4
IQIQIYI INC-ADR
1,369,640$10.0M3.37%
5
NOWSERVICENOW INC
14,850$6.9M2.34%
6
ADIANALOG DEVICES INC
33,653$6.6M2.25%
7
VVISA INC-CLASS A SHARES
27,550$6.2M2.10%
8
TSMTAIWAN SEMICONDUCTOR-SP ADR
65,300$6.1M2.06%
9
WDAYWORKDAY INC-CLASS A
29,462$6.1M2.06%
10
UNHUNITEDHEALTH
12,661$6.0M2.02%
11
VRTXVERTEX PHARMACEUTICALS INC
17,714$5.6M1.89%
12
MRKMERCK & CO. INC.
50,193$5.4M1.82%
13
CRMSALESFORCE INC
26,400$5.3M1.78%
14
METAMeta Platforms Inc.
23,958$5.1M1.72%
15
LLYELI LILLY & CO
14,473$5.0M1.68%
16
PANWPALO ALTO NETWORKS INC
24,592$4.9M1.66%
17
PYPLPAYPAL HOLDINGS INC
62,826$4.8M1.61%
18
LULULULULEMON ATHLETICA INC
12,143$4.4M1.50%
19
COSTCOSTCO WHOLESALE CORP
8,815$4.4M1.48%
20
STAASTAAR SURGICAL CO
63,800$4.1M1.38%
21
HDHOME DEPOT INC
13,146$3.9M1.31%
22
UBERUBER TECHNOLOGIES INC
120,000$3.8M1.29%
23
TSLATESLA INC
17,931$3.7M1.26%
24
GOOGLALPHABET INC-CL A
35,215$3.7M1.24%
25
CMGCHIPOTLE MEXICAN GRILL INC
2,104$3.6M1.22%
26
ONONOn Holding AG
115,424$3.6M1.21%
27
BEKEKE HOLDINGS INC
189,900$3.6M1.21%
28
SNPSSYNOPSYS INC
8,946$3.5M1.17%
29
ADBEADOBE SYSTEMS INC
8,938$3.4M1.17%
30
PDDPINDUODUO ADR
44,360$3.4M1.14%
31
FTNTFORTINET INC
50,237$3.3M1.13%
32
NVONOVO-NORDISK A/S-SPONS ADR
20,448$3.3M1.11%
33
AVGOBROADCOM LTD
4,976$3.2M1.08%
34
ABNBAIRBNB INC-CLASS A
25,462$3.2M1.07%
35
BIDUNBAIDU INC - SPON ADR
20,500$3.1M1.05%
36
ASMLASML HOLDING NV-NY REG SHS
4,527$3.1M1.04%
37
CTLTEURCATALENT INC
45,922$3.0M1.02%
38
WOLF*WOLFSPEED INC
44,353$2.9M0.98%
39
IAU*ISHARES GOLD TRUST
73,000$2.7M0.92%
40
GQ9SPDR GOLD SHARES
14,700$2.7M0.91%
41
NKENIKE INC -CL B
21,933$2.7M0.91%
42
SGOLabrdn Gold ETF Trust
140,000$2.6M0.89%
43
DASHDOORDASH INC - A
40,155$2.6M0.86%
44
MAMASTERCARD INC - A
7,000$2.5M0.86%
45
AAPLAPPLE INC
13,967$2.3M0.78%
46
CRWDCROWDSTRIKE HOLDINGS INC - A
16,766$2.3M0.78%
47
DISWALT DISNEY CO/THE
22,963$2.3M0.78%
48
TEAMATLASSIAN CORP PLC-CLASS A
13,345$2.3M0.77%
49
DPZDOMINO'S PIZZA INC
6,534$2.2M0.73%
50
RMBS*RAMBUS INC
39,000$2.0M0.68%
51
SKAASKECHERS USA INC-CL A
41,803$2.0M0.67%
52
AMDADVANCED MICRO DEVICES
19,287$1.9M0.64%
53
YMMFULL TRUCK ALLIANCE
240,230$1.8M0.62%
54
DC4DEXCOM INC
14,986$1.7M0.59%
55
AFWALIGN TECHNOLOGY INC
5,077$1.7M0.57%
56
BBWIBATH & BODY WORKS INC
46,311$1.7M0.57%
57
SHOPSHOPIFY INC - CLASS A
32,424$1.6M0.53%
58
LILI AUTO INC - ADR
61,000$1.5M0.52%
59
BKNGBOOKING HOLDINGS INC
565$1.5M0.51%
60
CCLCARNIVAL CORP
136,780$1.4M0.47%
61
XYZBlock Inc
19,600$1.3M0.46%
62
QCOMQUALCOMM INC
10,337$1.3M0.45%
63
KEYSKEYSIGHT TECHNOLOGIES IN
8,000$1.3M0.44%
64
AMGNAMGEN INC
5,079$1.2M0.42%
65
REGNREGENERON PHARMACEUTICALS
1,489$1.2M0.41%
66
GILDGILEAD SCIENCES INC
14,523$1.2M0.41%
67
HSAIHESAI GROUP
73,454$1.1M0.38%
68
LOWLOWE'S COS INC
5,647$1.1M0.38%
69
DDOGDATADOG INC - CLASS A
15,089$1.1M0.37%
70
RACEFERRARI NV
4,000$1.1M0.37%
71
ILMNILLUMINA INC
4,554$1.1M0.36%
72
DYHTARGET CORP
6,204$1.0M0.35%
73
CHPTCHARGEPOINT HOLDINGS INC
95,000$995K0.34%
74
MRNAMODERNA INC
6,155$945K0.32%
75
GMGENERAL MOTORS CO
25,000$917K0.31%
76
MRVLMARVELL TECHNOLOGY GROUP LTD
20,758$899K0.30%
77
ADSKAUTODESK INC
4,015$836K0.28%
78
ISRGINTUITIVE SURGICAL INC
2,983$762K0.26%
79
UUNITY SOFTWARE INC
22,890$743K0.25%
80
DHRDANAHER CORP
2,943$742K0.25%
81
D0ADADA NEXUS LTD-ADR
87,500$741K0.25%
82
RBLXROBLOX CORP -CLASS A
16,055$722K0.24%
83
WBWEIBO CORP-SPON ADR
33,600$674K0.23%
84
MLB1MERCADOLIBRE INC
508$670K0.23%
85
ALNYALNYLAM PHARMACEUTICALS INC
3,204$642K0.22%
86
BMRNBIOMARIN PHARMACEUTICAL INC
6,580$640K0.22%
87
BABAALIBABA GROUP HOLDING LTD
6,178$631K0.21%
88
BIIBBIOGEN INC
2,132$593K0.20%
89
DOCUDOCUSIGN INC
10,000$583K0.20%
90
AZNASTRAZENECA PLC-SPONS ADR
8,351$580K0.20%
91
GOOSCANADA GOOSE HOLDINGS INC
28,293$545K0.18%
92
CPRICAPRI HOLDINGS LTD
11,514$541K0.18%
93
SGENUSDSEAGEN INC
2,587$524K0.18%
94
RGENREPLIGEN CORP
2,956$498K0.17%
95
ULTAULTA BEAUTY INC
912$498K0.17%
96
ONON SEMICONDUCTOR
6,000$494K0.17%
97
GOOGALPHABET INC-CL C
3,916$407K0.14%
98
QUREUNIQURE NV
19,073$384K0.13%
99
HALOHALOZYME THERAPEUTICS INC
10,012$382K0.13%
100
RCLROYAL CARIBBEAN CRUISES LTD
5,717$373K0.13%
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