Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| COUPANG INC(CPNG) | 2,000,000 | 2,980,000 | +980,000 | 34,000 | 48,246 | 20.03% | +14,246 |
| PDD HOLDINGS INC(PDD) | 260,000 | 260,000 | 0 | 25,498 | 38,041 | 15.80% | +12,542 |
| BROADCOM INC(AVGO) | 39,400 | 35,000 | -4,400 | 32,725 | 39,069 | 16.22% | +6,344 |
| FREEPORT-MCMORAN INC(FCX) | 800,000 | 800,000 | 0 | 29,832 | 34,056 | 14.14% | +4,224 |
| ARISTA NETWORKS INC | 173,000 | 152,000 | -21,000 | 31,820 | 35,798 | 14.87% | +3,978 |
| NVIDIA CORPORATION(NVDA) | 87,000 | 77,000 | -10,000 | 37,844 | 38,132 | 15.83% | +288 |
| TDCX INC | 1,540,000 | 1,540,000 | 0 | 9,101 | 7,469 | 3.10% | -1,632 |
| SEA LTD(SE) | 770,000 | 0 | -770,000 | 33,842 | 0 | — | -33,841 |