Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VIKING HOLDINGS LTD(VIK) | 0 | 396,963 | +396,963 | 0 | 15,779 | 13.93% | +15,779 |
| THE CIGNA GROUP(CI) | 0 | 34,638 | +34,638 | 0 | 11,396 | 10.06% | +11,396 |
| WESTERN DIGITAL CORP(WDC) | 0 | 280,201 | +280,201 | 0 | 11,329 | 10.00% | +11,329 |
| UNITEDHEALTH GROUP INC(UNH) | 68,116 | 86,361 | +18,245 | 34,457 | 45,232 | 39.93% | +10,774 |
| HUMANA INC(HUM) | 0 | 36,921 | +36,921 | 0 | 9,769 | 8.63% | +9,769 |
| SANDISK CORP(SNDK) | 0 | 93,400 | +93,400 | 0 | 4,447 | 3.93% | +4,447 |
| NETEASE INC(NTES) | 0 | 31,546 | +31,546 | 0 | 3,247 | 2.87% | +3,247 |
| ILLUMINA INC(ILMN) | 88,824 | 152,073 | +63,249 | 11,870 | 12,065 | 10.65% | +196 |
| TAL EDUCATION GROUP(TAL) | 1,546,820 | 0 | -1,546,820 | 15,499 | 0 | — | -15,499 |