Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 899,800 | 1,186,400 | +286,600 | 78,193 | 123,386 | 20.26% | +45,193 |
| TESLA INC(TSLA) | 0 | 150,350 | +150,350 | 0 | 37,359 | 6.14% | +37,359 |
| PDD HOLDINGS INC(PDD) | 339,700 | 474,600 | +134,900 | 33,314 | 69,439 | 11.40% | +36,124 |
| UNITY SOFTWARE INC(U) | 879,400 | 879,400 | 0 | 27,604 | 35,959 | 5.91% | +8,354 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 5,285,700 | 5,246,000 | -39,700 | 84,571 | 90,074 | 14.79% | +5,503 |
| ALPHABET INC(GOOG) | 239,450 | 239,450 | 0 | 31,334 | 33,449 | 5.49% | +2,114 |
| AUTOHOME INC(ATHM) | 487,700 | 487,700 | 0 | 14,802 | 13,685 | 2.25% | -1,117 |
| MINISO GROUP HLDG LTD(MNSO) | 3,224,200 | 3,789,500 | +565,300 | 83,507 | 77,306 | 12.70% | -6,201 |
| MICROSOFT CORP(MSFT) | 87,750 | 4,550 | -83,200 | 27,707 | 1,711 | 0.28% | -25,996 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 2,440,640 | 1,374,740 | -1,065,900 | 142,899 | 100,741 | 16.54% | -42,159 |
| NVIDIA CORPORATION(NVDA) | 183,800 | 52,150 | -131,650 | 79,951 | 25,826 | 4.24% | -54,125 |