Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA Corporation(NVDA) | 77,000 | 77,000 | 0 | $38.13M | $69.57M | 20.99% | +$31.44M |
| Coupang, Inc.CL A(CPNG) | 2,980,000 | 2,980,000 | 0 | $48.25M | $53.01M | 15.99% | +$4.77M |
| Sea LimitedADS(SE) | 0 | 910,000 | +910,000 | $0 | $48.88M | 14.75% | +$48.88M |
| Broadcom Inc.(AVGO) | 35,000 | 35,000 | 0 | $39.07M | $46.39M | 14.00% | +$7.32M |
| Arista Networks Inc | 152,000 | 152,000 | 0 | $35.80M | $44.08M | 13.30% | +$8.28M |
| Freeport-McMoRan Inc.CL B(FCX) | 800,000 | 800,000 | 0 | $34.06M | $37.62M | 11.35% | +$3.56M |
| Marvell Technology, Inc.(MRVL) | 0 | 450,000 | +450,000 | $0 | $31.90M | 9.62% | +$31.90M |
| Tdcx IncADS | 1,540,000 | 0 | -1,540,000 | $7.47M | $0 | — | -$7.47M |
| PDD Holdings Inc.ADS(PDD) | 260,000 | 0 | -260,000 | $38.04M | $0 | — | -$38.04M |