New Thinking as of June 30, 2023
Portfolio Holdings for New Thinking
New Thinking holds 5 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Li Auto Sponsored Ads (LI) | 42.7 | $6.4M | 181k | 35.10 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 17.9 | $2.7M | 27k | 100.91 | |
| Palantir Technologies Cl A (PLTR) | 17.3 | $2.6M | 168k | 15.33 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 16.3 | $2.4M | 61k | 39.74 | |
| Oracle Corporation (ORCL) | 5.8 | $869k | 7.3k | 119.04 |
