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Livermore
Livermore
ZHEN

Mass Ave Global Inc.

SEC CIK
0001910663
Latest filing
Feb 14, 2023

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
31
+2 vs. Q2 2022
Portfolio value
$276.3M
+$93.8M (+51.4%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Mass Ave Global Inc. in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AMZNAmazon Com IncStock332,814$37.6M13.6%+332,814NewHistory
PYPLPayPal Holdings, Inc.Stock382,009$32.9M11.9%+327,749+604.0%AddedHistory
CRDOCredo Technology Group Holding LtdStock2,629,756$28.9M10.5%−106,994−3.9%ReducedHistory
MSFTMicrosoft CorpStock121,973$28.4M10.3%+51,405+72.8%AddedHistory
BABAAlibaba Group Holding LtdADR266,840$21.3M7.7%+160,006+149.8%AddedHistory
ESTCElastic N.V.ORD SHS297,069$21.3M7.7%+168,884+131.8%AddedHistory
AMDAdvanced Micro Devices IncStock194,922$12.3M4.5%+194,922NewHistory
NVDANVIDIA CorpStock85,742$10.4M3.8%+10,606+14.1%AddedHistory
BZKanzhun LtdSPONSORED ADS527,014$8.90M3.2%+161,594+44.2%AddedHistory
SPLKSplunk IncCOM115,284$8.67M3.1%+115,284NewHistory
TSLATesla, Inc.Stock28,897$7.67M2.8%−38,480−57.1%ReducedConverted for a 3-for-1 splitHistory
PINSPinterest, Inc.CL A258,482$6.02M2.2%+258,482NewHistory
MRVLMarvell Technology, Inc.COM126,077$5.41M2.0%−15,537−11.0%ReducedHistory
DDOGDatadog, Inc.CL A COM58,591$5.20M1.9%−20,838−26.2%ReducedHistory
NFLXNetflix IncStock21,287$5.01M1.8%+21,287NewHistory
PDDPDD Holdings Inc.SPONSORED ADS75,691$4.74M1.7%+75,691NewHistory
HTHTH World Group LtdSPONSORED ADS131,840$4.42M1.6%+83,711+173.9%AddedHistory
SESea LtdSPONSORD ADS58,915$3.30M1.2%−52,001−46.9%ReducedHistory
LVSLas Vegas Sands CorpCOM86,621$3.25M1.2%+86,621NewHistory
PODDInsulet CorpStock10,586$2.43M0.9%+10,586NewHistory
BILLBILL Holdings, Inc.Stock18,267$2.42M0.9%+18,267NewHistory
MUMicron Technology IncStock46,850$2.35M0.8%+46,850NewHistory
JDJD.com, Inc.SPON ADS CL A44,677$2.25M0.8%+44,677NewHistory
DASHDoorDash, Inc.Stock41,952$2.08M0.8%−49,752−54.3%ReducedHistory
LILi Auto Inc.SPONSORED ADS76,723$1.76M0.6%+76,723NewHistory
NETCloudflare, Inc.CL A COM31,728$1.75M0.6%−111,392−77.8%ReducedHistory
BEKEKE Holdings Inc.SPONSORED ADS96,669$1.69M0.6%−624,279−86.6%ReducedHistory
NSTGNS Wind Down Co., Inc.COM81,640$1.04M0.4%+23,528+40.5%AddedHistory
QGENQiagen N.V.SHS NEW24,978$1.03M0.4%+4,427+21.5%AddedHistory
TXG10x Genomics, Inc.CL A COM32,750$933.0K0.3%+14,202+76.6%AddedHistory
ATVIActivision Blizzard, Inc.COM10,483$779.0K0.3%+10,483NewHistory

Options (6)

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 Q3 2022
SecurityClassPutsCalls
iShares Tr464287184CHINA LG-CAP ETF–$74.9M
Kraneshares Trust500767306CSI CHI INTERNET–$28.5M
SPYSPDR S&P 500 ETF TrustETF$10.3M–
Invesco QQQ Trust Series I46090E103ETF$7.72M–
VanEck Semiconductor ETF92189F676ETF$5.37M–
MCWMister Car Wash, Inc.COM$829.0K–

Sold out since Q2 2022 (11)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Mass Ave Global Inc. sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
DOMOHuckleberry.ai, Inc.Stock245,875$6.83M3.7%History
SHOPShopify Inc.Stock107,580$3.36M1.8%History
MNSOMINISO Group Holding LtdSPONSORED ADS350,000$2.75M1.5%History
CMBTCmb.tech NVSHS193,249$2.31M1.3%History
VanEck Vectors ETF Tr92189F817VIETNAM ETF118,187$1.70M0.9%–
LZBLa-Z-Boy IncCOM46,914$1.11M0.6%History
MELIMercadolibre IncCOM1,565$997.0K0.5%History
EGHT8X8 IncCOM176,245$908.0K0.5%History
PACBPacific Biosciences of California, Inc.COM165,844$733.0K0.4%History
DOYUDouYu International Holdings LtdSPONSORED ADS193,322$232.0K0.1%History
YUMCYum China Holdings, Inc.COM3,410$165.0K0.1%History