Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEA LTD(SE) | 1,080,000 | 1,230,000 | +150,000 | 77,134 | 115,964 | 26.93% | +38,831 |
| GRAB HOLDINGS LIMITED CLASS A ORD | 0 | 10,000,000 | +10,000,000 | 0 | 38,000 | 8.83% | +38,000 |
| COUPANG INC(CPNG) | 3,300,000 | 3,300,000 | 0 | 69,135 | 81,015 | 18.82% | +11,880 |
| BROADCOM INC(AVGO) | 26,700 | 295,000 | +268,300 | 42,868 | 50,888 | 11.82% | +8,020 |
| FREEPORT-MCMORAN INC(FCX) | 1,300,000 | 1,300,000 | 0 | 63,180 | 64,896 | 15.07% | +1,716 |
| NVIDIA CORPORATION(NVDA) | 440,000 | 420,000 | -20,000 | 54,358 | 51,005 | 11.85% | -3,353 |
| ARISTA NETWORKS INC | 106,000 | 75,000 | -31,000 | 37,151 | 28,787 | 6.69% | -8,364 |
| EXXON MOBIL CORP | 360,000 | 0 | -360,000 | 41,443 | 0 | — | -41,443 |