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Livermore
Livermore
ZHEN

Mass Ave Global Inc.

SEC CIK
0001910663
Latest filing
Feb 14, 2023

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
29
−2 vs. Q1 2022
Portfolio value
$182.5M
−$74.0M (−28.8%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Mass Ave Global Inc. in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
CRDOCredo Technology Group Holding LtdStock2,736,750$32.0M17.5%−1,595,718−36.8%ReducedHistory
MSFTMicrosoft CorpStock70,568$18.1M9.9%−16,961−19.4%ReducedHistory
TSLATesla, Inc.Stock22,459$15.1M8.3%+17,327+337.6%AddedHistory
BEKEKE Holdings Inc.SPONSORED ADS720,948$12.9M7.1%+69,095+10.6%AddedHistory
BABAAlibaba Group Holding LtdADR106,834$12.1M6.7%+106,834NewHistory
NVDANVIDIA CorpStock75,136$11.4M6.2%+70,210+1,425.3%AddedHistory
BZKanzhun LtdSPONSORED ADS365,420$9.60M5.3%−19,361−5.0%ReducedHistory
ESTCElastic N.V.ORD SHS128,185$8.67M4.8%−86,742−40.4%ReducedHistory
DDOGDatadog, Inc.CL A COM79,429$7.57M4.1%+79,429NewHistory
SESea LtdSPONSORD ADS110,916$7.42M4.1%+52,008+88.3%AddedHistory
DOMOHuckleberry.ai, Inc.Stock245,875$6.83M3.7%+31,778+14.8%AddedHistory
NETCloudflare, Inc.CL A COM143,120$6.26M3.4%+143,120NewHistory
MRVLMarvell Technology, Inc.COM141,614$6.16M3.4%+129,600+1,078.7%AddedHistory
DASHDoorDash, Inc.Stock91,704$5.88M3.2%+73,269+397.4%AddedHistory
PYPLPayPal Holdings, Inc.Stock54,260$3.79M2.1%+54,260NewHistory
SHOPShopify Inc.Stock107,580$3.36M1.8%+30,960+40.4%AddedConverted for a 10-for-1 splitHistory
MNSOMINISO Group Holding LtdSPONSORED ADS350,000$2.75M1.5%+350,000NewHistory
CMBTCmb.tech NVSHS193,249$2.31M1.3%+193,249NewHistory
HTHTH World Group LtdSPONSORED ADS48,129$1.83M1.0%+48,129NewHistory
VanEck Vectors ETF Tr92189F817VIETNAM ETF118,187$1.70M0.9%00.0%Unchanged–
LZBLa-Z-Boy IncCOM46,914$1.11M0.6%+46,914NewHistory
MELIMercadolibre IncCOM1,565$997.0K0.5%+1,565NewHistory
QGENQiagen N.V.SHS NEW20,551$970.0K0.5%+20,551NewHistory
EGHT8X8 IncCOM176,245$908.0K0.5%+176,245NewHistory
TXG10x Genomics, Inc.CL A COM18,548$839.0K0.5%+18,548NewHistory
NSTGNS Wind Down Co., Inc.COM58,112$738.0K0.4%+58,112NewHistory
PACBPacific Biosciences of California, Inc.COM165,844$733.0K0.4%+165,844NewHistory
DOYUDouYu International Holdings LtdSPONSORED ADS193,322$232.0K0.1%+193,322NewHistory
YUMCYum China Holdings, Inc.COM3,410$165.0K0.1%−709,193−99.5%ReducedHistory

Options (2)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Mass Ave Global Inc. in Q2 2022
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$182.9M–
MCWMister Car Wash, Inc.COM$1.05M–

Sold out since Q1 2022 (17)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Mass Ave Global Inc. sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
TDGTransDigm Group INCCOM21,629$14.1M5.5%History
SPYSPDR S&P 500 ETF TrustETF25,000$11.3M4.4%History
LILi Auto Inc.SPONSORED ADS377,908$9.75M3.8%History
MARMarriott International IncStock43,151$7.58M3.0%History
DOCUDocuSign, Inc.Stock49,928$5.35M2.1%History
GTMZoomInfo Technologies Inc.Stock48,230$2.88M1.1%History
MXMagnachip Semiconductor CorpCOM116,380$1.97M0.8%History
XYZBlock, Inc.CL A14,441$1.96M0.8%History
FCXFreeport-McMoran IncStock26,366$1.31M0.5%History
MCOMoodys CorpStock3,037$1.02M0.4%History
SPGIS&P Global Inc.Stock2,423$994.0K0.4%History
MSCIMSCI Inc.Stock1,958$985.0K0.4%History
INTCIntel CorpStock19,795$981.0K0.4%History
DDLDingdong (Cayman) LtdADS184,720$656.0K0.3%History
BIDUBaidu, Inc.ADR3,138$415.0K0.2%History
iShares Tr464287184CHINA LG-CAP ETF11,504$368.0K0.1%–
VLNValens Semiconductor Ltd.ORDINARY SHARES65,556$345.0K0.1%History