Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PALANTIR TECHNOLOGIES INC(PLTR) | 1,274,600 | 5,285,700 | +4,011,100 | 19,540 | 84,571 | 14.00% | +65,032 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 163,300 | 899,800 | +736,500 | 16,480 | 78,193 | 12.95% | +61,712 |
| MINISO GROUP HLDG LTD(MNSO) | 2,221,600 | 3,224,200 | +1,002,600 | 37,745 | 83,507 | 13.83% | +45,762 |
| PDD HOLDINGS INC(PDD) | 80,800 | 339,700 | +258,900 | 5,587 | 33,314 | 5.52% | +27,728 |
| ALPHABET INC(GOOG) | 231,350 | 239,450 | +8,100 | 27,693 | 31,334 | 5.19% | +3,642 |
| AUTOHOME INC(ATHM) | 487,700 | 487,700 | 0 | 14,221 | 14,802 | 2.45% | +580 |
| UNITY SOFTWARE INC(U) | 856,500 | 879,400 | +22,900 | 37,189 | 27,604 | 4.57% | -9,585 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 3,971,840 | 2,440,640 | -1,531,200 | 156,848 | 142,899 | 23.66% | -13,948 |
| MICROSOFT CORP(MSFT) | 207,950 | 87,750 | -120,200 | 70,815 | 27,707 | 4.59% | -43,108 |
| NVIDIA CORPORATION(NVDA) | 385,100 | 183,800 | -201,300 | 162,905 | 79,951 | 13.24% | -82,954 |