Mass Ave Global Inc. 13F Holdings · last filed Q4 2022
Mass Ave Global Inc. reported 30 securities worth $342.42M in its SEC 13F filing for Q4 2022 (period ended 2022-12-31). Top holdings: BABA (27.32%), CRDO (10.75%), JD (9.07%). Among its top 25 positions this quarter: 10 new, 7 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $93.6M | 27.32% | 1.1M | Added |
| 2 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $36.8M | 10.75% | 2.8M | Added |
| 3 | JD | JD.COM INC | $31.1M | 9.07% | 553,524 | Added |
| 4 | SPY | SPDR S&P 500 ETF TR | $18.7M | 5.45% | 48,800 | Added |
| 5 | NTES | NETEASE INC | $17.0M | 4.96% | 234,000 | New |
| 6 | XOP | SPDR SER TR | $15.9M | 4.64% | 117,000 | New |
| 7 | AMZN | AMAZON COM INC | $14.0M | 4.10% | 167,101 | Trimmed |
| 8 | DPZ | DOMINOS PIZZA INC | $13.3M | 3.88% | 38,363 | New |
| 9 | QQQ | INVESCO QQQ TR | $13.0M | 3.79% | 48,800 | Added |
| 10 | DIS | DISNEY WALT CO | $12.7M | 3.70% | 145,871 | New |
| 11 | ATAT | ATOUR LIFESTYLE HOLDINGS LTD | $11.0M | 3.22% | 608,000 | New |
| 12 | ESTC | ELASTIC N V | $7.3M | 2.13% | 141,910 | Trimmed |
| 13 | GDS | GDS HLDGS LTD | $6.5M | 1.90% | 315,691 | New |
| 14 | NFLX | NETFLIX INC | $6.5M | 1.89% | 21,949 | Added |
| 15 | PYPL | PAYPAL HLDGS INC | $5.2M | 1.51% | 72,810 | Trimmed |
| 16 | AYX | ALTERYX INC | $4.4M | 1.28% | 86,592 | New |
| 17 | BZ | KANZHUN LIMITED | $3.7M | 1.09% | 182,651 | Trimmed |
| 18 | LVS | LAS VEGAS SANDS CORP | $3.7M | 1.08% | 76,641 | Trimmed |
| 19 | EDR | ENDEAVOR GROUP HLDGS INC | $3.1M | 0.91% | 138,624 | New |
| 20 | MRVL | MARVELL TECHNOLOGY INC | $3.1M | 0.91% | 84,180 | Trimmed |
| 21 | DASH | DOORDASH INC | $2.9M | 0.84% | 58,801 | Added |
| 22 | TWLO | TWILIO INC | $2.7M | 0.79% | 54,976 | New |
| 23 | NVDA | NVIDIA CORPORATION | $2.6M | 0.75% | 17,483 | Trimmed |
| 24 | HTHT | H WORLD GROUP LTD | $2.2M | 0.65% | 52,611 | Trimmed |
| 25 | OKTA | OKTA INC | $2.0M | 0.59% | 29,765 | New |
Source: SEC Form 13F filings · as of 2022-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR