Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NEBIUS GROUP N.V.(NBIS) | 1,070,000 | 1,070,000 | 0 | 22,588 | 59,203 | 15.42% | +36,615 |
| SEA LTD(SE) | 1,230,000 | 1,230,000 | 0 | 160,503 | 196,726 | 51.22% | +36,224 |
| ATOUR LIFESTYLE HLDGS LTD(ATAT) | 0 | 900,000 | +900,000 | 0 | 29,259 | 7.62% | +29,259 |
| COUPANG INC(CPNG) | 3,300,000 | 3,300,000 | 0 | 72,369 | 98,868 | 25.74% | +26,499 |
| BLOOM ENERGY CORP | 1,150,000 | 0 | -1,150,000 | 22,609 | 0 | — | -22,609 |
| BROADCOM INC(AVGO) | 180,000 | 0 | -180,000 | 30,137 | 0 | — | -30,137 |
| NVIDIA CORPORATION(NVDA) | 400,000 | 0 | -400,000 | 43,352 | 0 | — | -43,352 |
| FREEPORT-MCMORAN INC(FCX) | 1,300,000 | 0 | -1,300,000 | 49,218 | 0 | — | -49,218 |