Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PALANTIR TECHNOLOGIES INC(PLTR) | 6,444,200 | 7,839,400 | +1,395,200 | 148,281 | 198,572 | 24.01% | +50,291 |
| APPLE INC(AAPL) | 0 | 213,700 | +213,700 | 0 | 45,009 | 5.44% | +45,009 |
| PDD HOLDINGS INC(PDD) | 238,500 | 543,900 | +305,400 | 27,726 | 72,312 | 8.74% | +44,586 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 1,388,900 | 1,208,950 | -179,950 | 188,960 | 210,128 | 25.40% | +21,168 |
| NVIDIA CORPORATION(NVDA) | 51,350 | 511,500 | +460,150 | 46,398 | 63,191 | 7.64% | +16,793 |
| ALPHABET INC(GOOG) | 238,350 | 234,300 | -4,050 | 35,974 | 42,678 | 5.16% | +6,704 |
| GAOTU TECHEDU INC(GOTU) | 0 | 29,100 | +29,100 | 0 | 143 | 0.02% | +143 |
| EATON CORP PLC(ETN) | 1,600 | 1,200 | -400 | 500 | 376 | 0.05% | -124 |
| MICROSOFT CORP(MSFT) | 3,550 | 2,500 | -1,050 | 1,494 | 1,117 | 0.14% | -376 |
| VIPSHOP HLDGS LTD(VIPS) | 1,540,000 | 1,531,100 | -8,900 | 25,487 | 19,935 | 2.41% | -5,552 |
| MINISO GROUP HLDG LTD(MNSO) | 5,223,450 | 5,187,050 | -36,400 | 107,081 | 98,917 | 11.96% | -8,164 |
| AUTOHOME INC(ATHM) | 487,700 | 0 | -487,700 | 12,787 | 0 | — | -12,787 |
| UNITY SOFTWARE INC(U) | 876,300 | 0 | -876,300 | 23,397 | 0 | — | -23,397 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 1,375,540 | 962,140 | -413,400 | 119,424 | 74,787 | 9.04% | -44,637 |