Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PDD HOLDINGS INC(PDD) | 0 | 487,660 | +487,660 | 0 | 47,825 | 11.98% | +47,825 |
| KE HLDGS INC(BEKE) | 0 | 1,268,698 | +1,268,698 | 0 | 19,690 | 4.93% | +19,690 |
| WESTERN DIGITAL CORP.(WDC) | 673,933 | 969,590 | +295,657 | 25,562 | 44,242 | 11.09% | +18,680 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 449,412 | 477,427 | +28,015 | 17,747 | 27,953 | 7.01% | +10,206 |
| TAL EDUCATION GROUP(TAL) | 2,212,513 | 2,350,433 | +137,920 | 13,187 | 21,412 | 5.37% | +8,226 |
| ALPHABET INC(GOOG) | 218,878 | 232,428 | +13,550 | 26,200 | 30,416 | 7.62% | +4,216 |
| MICRON TECHNOLOGY INC(MU) | 809,153 | 785,838 | -23,315 | 51,066 | 53,461 | 13.40% | +2,395 |
| MASTERBRAND INC(MBC) | 491,884 | 522,547 | +30,663 | 5,721 | 6,349 | 1.59% | +628 |
| SIX FLAGS ENTMT CORP NEW | 4,019,804 | 4,269,558 | +249,754 | 104,435 | 100,377 | 25.15% | -4,057 |
| PELOTON INTERACTIVE INC(PTON) | 2,235,015 | 2,374,338 | +139,323 | 17,187 | 11,990 | 3.00% | -5,197 |
| JD.COM INC(JD) | 1,355,763 | 1,116,250 | -239,513 | 46,272 | 32,516 | 8.15% | -13,756 |
| HARLEY DAVIDSON INC(HOG) | 502,021 | 84,955 | -417,066 | 17,676 | 2,809 | 0.70% | -14,868 |