Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEA LTD(SE) | 0 | 910,000 | +910,000 | 0 | 48,876 | 14.75% | +48,876 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 450,000 | +450,000 | 0 | 31,896 | 9.62% | +31,896 |
| NVIDIA CORPORATION(NVDA) | 77,000 | 77,000 | 0 | 38,132 | 69,574 | 20.99% | +31,442 |
| ARISTA NETWORKS INC | 152,000 | 152,000 | 0 | 35,798 | 44,077 | 13.30% | +8,279 |
| BROADCOM INC(AVGO) | 35,000 | 35,000 | 0 | 39,069 | 46,389 | 14.00% | +7,321 |
| COUPANG INC(CPNG) | 2,980,000 | 2,980,000 | 0 | 48,246 | 53,014 | 15.99% | +4,768 |
| FREEPORT-MCMORAN INC(FCX) | 800,000 | 800,000 | 0 | 34,056 | 37,616 | 11.35% | +3,560 |
| TDCX INC | 1,540,000 | 0 | -1,540,000 | 7,469 | 0 | — | -7,469 |
| PDD HOLDINGS INC(PDD) | 260,000 | 0 | -260,000 | 38,041 | 0 | — | -38,041 |