Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EXXON MOBIL CORP | 0 | 360,000 | +360,000 | 0 | 41,443 | 10.76% | +41,443 |
| SEA LTD(SE) | 910,000 | 1,080,000 | +170,000 | 48,876 | 77,134 | 20.02% | +28,258 |
| FREEPORT-MCMORAN INC(FCX) | 800,000 | 1,300,000 | +500,000 | 37,616 | 63,180 | 16.40% | +25,564 |
| COUPANG INC(CPNG) | 2,980,000 | 3,300,000 | +320,000 | 53,014 | 69,135 | 17.94% | +16,121 |
| BROADCOM INC(AVGO) | 35,000 | 26,700 | -8,300 | 46,389 | 42,868 | 11.13% | -3,522 |
| ARISTA NETWORKS INC | 152,000 | 106,000 | -46,000 | 44,077 | 37,151 | 9.64% | -6,926 |
| NVIDIA CORPORATION(NVDA) | 77,000 | 440,000 | +363,000 | 69,574 | 54,358 | 14.11% | -15,217 |
| MARVELL TECHNOLOGY INC(MRVL) | 450,000 | 0 | -450,000 | 31,896 | 0 | — | -31,896 |