Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 420,000 | +420,000 | 0 | 46,389 | 8.72% | +46,389 |
| NEBIUS GROUP N.V.(NBIS) | 0 | 1,000,000 | +1,000,000 | 0 | 27,700 | 5.21% | +27,700 |
| BROADCOM INC(AVGO) | 295,000 | 295,000 | 0 | 50,888 | 68,393 | 12.86% | +17,505 |
| SEA LTD(SE) | 1,230,000 | 1,230,000 | 0 | 115,964 | 130,503 | 24.54% | +14,539 |
| GRAB HOLDINGS LIMITED CLASS A ORD | 10,000,000 | 10,000,000 | 0 | 38,000 | 47,200 | 8.88% | +9,200 |
| NVIDIA CORPORATION(NVDA) | 420,000 | 420,000 | 0 | 51,005 | 56,402 | 10.61% | +5,397 |
| ARISTA NETWORKS INC | 75,000 | 300,000 | +225,000 | 28,787 | 33,159 | 6.24% | +4,373 |
| COUPANG INC(CPNG) | 3,300,000 | 3,300,000 | 0 | 81,015 | 72,534 | 13.64% | -8,481 |
| FREEPORT-MCMORAN INC(FCX) | 1,300,000 | 1,300,000 | 0 | 64,896 | 49,504 | 9.31% | -15,392 |