Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Sea Limited(SE) | 750,000 | 1,750,000 | +1,000,000 | 95,678 | 144,918 | 48.10% | +49,240 |
| Taiwan Semiconductor Manufacturing Co Ltd(TSM) | 60,000 | 175,000 | +115,000 | 18,233 | 59,141 | 19.63% | +40,908 |
| Coupang Inc(CPNG) | 0 | 250,000 | +250,000 | 0 | 4,720 | 1.57% | +4,720 |
| HDFC Bank Ltd(HDB) | 2,225,000 | 3,000,000 | +775,000 | 81,302 | 74,640 | 24.77% | -6,661 |
| Mastercard Incorporated(MA) | 27,500 | 0 | -27,500 | 15,699 | 0 | — | -15,699 |
| PDD Holdings Inc(PDD) | 500,000 | 175,000 | -325,000 | 56,695 | 17,882 | 5.93% | -38,813 |
| ICICI Bank Ltd(IBN) | 1,625,000 | 0 | -1,625,000 | 48,425 | 0 | — | -48,425 |
| Visa Inc(V) | 150,000 | 0 | -150,000 | 52,607 | 0 | — | -52,606 |