Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ANSYS INC | 91,573 | 182,573 | +91,000 | 29,178 | 61,587 | 31.17% | +32,409 |
| NETEASE INC(NTES) | 335,000 | 297,262 | -37,738 | 31,326 | 26,519 | 13.42% | -4,807 |
| NVIDIA CORPORATION(NVDA) | 823,628 | 673,628 | -150,000 | 100,021 | 90,462 | 45.78% | -9,560 |
| SYNOPSYS INC(SNPS) | 29,100 | 0 | -29,100 | 14,736 | 0 | — | -14,736 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 96,580 | 0 | -96,580 | 14,845 | 0 | — | -14,845 |
| H WORLD GROUP LTD(HTHT) | 1,170,359 | 575,879 | -594,480 | 43,537 | 19,021 | 9.63% | -24,516 |
| CELESTICA INC(CLS) | 524,245 | 0 | -524,245 | 26,799 | 0 | — | -26,799 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 421,941 | 0 | -421,941 | 32,000 | 0 | — | -32,000 |
| WINNEBAGO INDS INC(WGO) | 577,483 | 0 | -577,483 | 33,558 | 0 | — | -33,558 |