MondegarAI
AI-Squared Management Ltd

Q3 2024 · 13F-HR

AI-Squared Management Ltdholdings as filed

Filed 2024-11-13 · accession 0001933952-24-000006

$197.5M
Reported value
26
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$68.6M34.7%119,500PUTSOLE
46090E103QQQINVESCO QQQ TR$27.3M13.8%56,000PUTSOLE
01609W102BABAALIBABA GROUP HLDG LTD$14.6M7.42%138,000PUTSOLE
874080104TALTAL EDUCATION GROUP$8.5M4.31%719,200CommonSOLE
647581206EDUNEW ORIENTAL ED & TECHNOLOGY$7.1M3.58%93,264CommonSOLE
36118L106FUTUFUTU HLDGS LTD$6.9M3.51%72,500CommonSOLE
47215P106JDJD.COM INC$6.0M3.04%150,000CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$5.3M2.70%32,500CommonSOLE
67066G104NVDANVIDIA CORPORATION$5.2M2.64%43,000CommonSOLE
89677Q107TCOMTRIP COM GROUP LTD$5.0M2.53%83,900CommonSOLE
722304102PDDPDD HOLDINGS INC$4.9M2.47%36,200CommonSOLE
64110W102NTESNETEASE INC$4.3M2.16%45,548CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$4.1M2.06%23,400CommonSOLE
N20944109CNHCNH INDL N V$4.1M2.06%366,000CommonSOLE
482497104BEKEKE HLDGS INC$3.5M1.76%175,000CommonSOLE
04965M106ATATATOUR LIFESTYLE HLDGS LTD$3.5M1.75%133,536CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$2.9M1.47%56,300CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2.8M1.43%10,400CommonSOLE
48553T106BZKANZHUN LIMITED$2.3M1.16%132,000CommonSOLE
M20791105CAMTCAMTEK LTD$2.3M1.14%28,200CommonSOLE
654106103NKENIKE INC$2.2M1.09%24,400CommonSOLE
25460G112V32SDIREXION SHS ETF TR$2.0M1.00%97,600CommonSOLE
29355A107ENPHENPHASE ENERGY INC$1.5M0.77%13,500CommonSOLE
861012102STMSTMICROELECTRONICS N V$1.1M0.57%37,900CommonSOLE
36257Y109GOTUGAOTU TECHEDU INC$1.1M0.56%280,060CommonSOLE
M9607U115VLNVALENS SEMICONDUCTOR LTD$488,2350.25%221,925CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.