BosValen Asset Management

Strategic Vision Investment as of June 30, 2023

Portfolio Holdings for Strategic Vision Investment

Strategic Vision Investment holds 14 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
Rlx Technology Sponsored Ads (RLX) 29.6 $71M 40M 1.77
Microsoft Corporation (MSFT) 21.3 $51M 151k 340.54
New Oriental Ed & Technology Spon Adr (EDU) 7.5 $18M 459k 39.49
Oracle Corporation (ORCL) 6.9 $17M 140k 119.09
Baidu Spon Adr Rep A (BIDU) 6.8 $16M 120k 136.91
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 6.6 $16M 159k 100.92
NVIDIA Corporation (NVDA) 6.0 $14M 34k 423.02
Gaotu Techedu Sponsored Ads (GOTU) 5.1 $12M 4.2M 2.89
Braze Com Cl A (BRZE) 4.2 $10M 231k 43.79
Alphabet Cap Stk Cl C (GOOG) 3.4 $8.2M 68k 120.97
Super Micro Computer (SMCI) 1.5 $3.7M 15k 249.25
Marvell Technology (MRVL) 0.9 $2.3M 38k 59.78
Adagene Ads (ADAG) 0.2 $433k 292k 1.48
Ys Biopharma *w Exp 03/15/202 (LSBPW) 0.0 $1.8k 39k 0.05