Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEA LTD(SE) | 1,230,000 | 1,230,000 | 0 | 130,503 | 160,503 | 40.05% | +30,000 |
| BLOOM ENERGY CORP | 0 | 1,150,000 | +1,150,000 | 0 | 22,609 | 5.64% | +22,609 |
| COUPANG INC(CPNG) | 3,300,000 | 3,300,000 | 0 | 72,534 | 72,369 | 18.06% | -165 |
| FREEPORT-MCMORAN INC(FCX) | 1,300,000 | 1,300,000 | 0 | 49,504 | 49,218 | 12.28% | -286 |
| NEBIUS GROUP N.V.(NBIS) | 1,000,000 | 1,070,000 | +70,000 | 27,700 | 22,588 | 5.64% | -5,112 |
| NVIDIA CORPORATION(NVDA) | 420,000 | 400,000 | -20,000 | 56,402 | 43,352 | 10.82% | -13,050 |
| ARISTA NETWORKS INC | 300,000 | 0 | -300,000 | 33,159 | 0 | — | -33,159 |
| BROADCOM INC(AVGO) | 295,000 | 180,000 | -115,000 | 68,393 | 30,137 | 7.52% | -38,255 |
| MARVELL TECHNOLOGY INC(MRVL) | 420,000 | 0 | -420,000 | 46,389 | 0 | — | -46,389 |
| GRAB HOLDINGS LIMITED CLASS A ORD | 10,000,000 | 0 | -10,000,000 | 47,200 | 0 | — | -47,200 |