Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| UNITY SOFTWARE INC(U) | 0 | 2,432,258 | +2,432,258 | 0 | 47,648 | 32.13% | +47,648 |
| CELESTICA INC(CLS) | 0 | 278,000 | +278,000 | 0 | 21,909 | 14.77% | +21,909 |
| LIGHT & WONDER INC(LNWO) | 0 | 242,000 | +242,000 | 0 | 20,960 | 14.13% | +20,960 |
| ANSYS INC | 182,573 | 182,573 | 0 | 61,587 | 57,795 | 38.97% | -3,792 |
| H WORLD GROUP LTD(HTHT) | 575,879 | 0 | -575,879 | 19,021 | 0 | — | -19,021 |
| NETEASE INC(NTES) | 297,262 | 0 | -297,262 | 26,519 | 0 | — | -26,519 |
| NVIDIA CORPORATION(NVDA) | 673,628 | 0 | -673,628 | 90,462 | 0 | — | -90,462 |