Brian Kelly founded Asian Century Quest, a New York-based Asian long/short stock fund, in 2005. While the fund is based in New York, it also has research offices in Japan and Hong Kong. The fund follows a bottom-up, fundamentally driven equity long/short research strategy with a primary emphasis in Japanese and Korean markets. Kelly moved to Japan along with his family in 1981 where he lived 10 years. During his stay in Japan, he worked at the Tokyo Stock Exchange for a period of time. Before founding Asian Century Quest, Kelly was the Japan/Asia sector head at Lee Ainslie’s Maverick Capital.
| Fund Name: | Asian Century Quest |
| Manager | Brian Kelly |
| Portfolio Value | $520,818,000 |
| Change This QTR | 0.00% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | Baidu IncPUT |
BIDU | 1,270,000 | $127,368 |  |
24.45% |
| 2.) | Ishares TrustCALLCALL |
1,450,000 | $64,308 | |
12.34% | |
| 3.) | CTSH | 800,000 | $59,106 | +7% |
11.34% | |
| 4.) | MPEL | 3,350,000 | $56,414 | -18% |
10.83% | |
| 5.) | SINA | 762,500 | $38,293 | +36% |
7.35% | |
| 6.) | NFLX | 360,000 | $33,332 | |
6.39% | |
| 7.) | Baidu IncCALL |
BIDU | 254,200 | $25,494 | |
4.89% |
| 8.) | BIDU | 246,000 | $24,671 | +23% |
4.73% | |
| 9.) | SIRI | 5,000,000 | $14,450 | -41% |
2.77% | |
| 10.) | MU | 2,200,000 | $13,948 | -45% |
2.67% |
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