Avanda Investment Management Pte. Ltd.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 23,100 | 33,600 | +10,500 | 4,308,150 | 5,859,840 | 9.28% | +1,551,690 |
| AMAZON COM INC(AMZN) | 0 | 7,300 | +7,300 | 0 | 1,520,371 | 2.41% | +1,520,371 |
| META PLATFORMS INC(META) | 0 | 2,280 | +2,280 | 0 | 1,304,456 | 2.07% | +1,304,456 |
| ADVANCED MICRO DEVICES INC(AMD) | 2,900 | 7,700 | +4,800 | 621,064 | 1,566,411 | 2.48% | +945,347 |
| KLA CORP(KLAC) | 600 | 1,040 | +440 | 729,048 | 1,531,306 | 2.43% | +802,258 |
| ASML HLDG NV N Y REGISTRY SHS | 700 | 1,140 | +440 | 748,902 | 1,505,746 | 2.38% | +756,844 |
| APPLIED MATLS INC | 3,200 | 4,500 | +1,300 | 822,368 | 1,538,055 | 2.44% | +715,687 |
| LAM RESEARCH CORP(LRCX) | 4,700 | 7,100 | +2,400 | 804,546 | 1,516,986 | 2.40% | +712,440 |
| BROADCOM INC(AVGO) | 6,400 | 9,160 | +2,760 | 2,215,040 | 2,835,112 | 4.49% | +620,072 |
| KLARNA GROUP PLC(KLAR) | 0 | 45,964 | +45,964 | 0 | 601,669 | 0.95% | +601,669 |
| ISHARES INC | 15,208 | 15,208 | 0 | 483,960 | 580,666 | 0.92% | +96,706 |
| MICROSOFT CORP(MSFT) | 6,000 | 7,960 | +1,960 | 2,901,720 | 2,946,553 | 4.67% | +44,833 |
| ISHARES TR MSCI SAUDI ARBIA | 14,719 | 14,719 | 0 | 536,980 | 578,879 | 0.92% | +41,899 |
| APPLE INC(AAPL) | 2,600 | 2,900 | +300 | 706,836 | 735,991 | 1.17% | +29,155 |
| INTEL CORP(INTC) | 20,100 | 16,200 | -3,900 | 741,690 | 714,906 | 1.13% | -26,784 |
| HDFC BANK LTD(HDB) | 2,336 | 0 | -2,336 | 85,357 | 0 | — | -85,357 |
| MICRON TECHNOLOGY INC(MU) | 3,000 | 1,900 | -1,100 | 856,230 | 641,896 | 1.02% | -214,334 |
| KE HLDGS INC(BEKE) | 30,700 | 4,000 | -26,700 | 483,832 | 59,880 | 0.09% | -423,952 |
| ARM HOLDINGS PLC | 5,100 | 0 | -5,100 | 557,481 | 0 | — | -557,481 |
| MARVELL TECHNOLOGY INC(MRVL) | 8,200 | 0 | -8,200 | 696,836 | 0 | — | -696,836 |
| QUALCOMM INC(QCOM) | 4,100 | 0 | -4,100 | 701,305 | 0 | — | -701,305 |
| TEXAS INSTRS INC(TXN) | 12,000 | 7,000 | -5,000 | 2,081,880 | 1,358,980 | 2.15% | -722,900 |
| MOODYS CORP(MCO) | 2,350 | 0 | -2,350 | 1,200,498 | 0 | — | -1,200,498 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 6,000 | 4,000 | -2,000 | 3,476,700 | 1,966,120 | 3.11% | -1,510,580 |
| ZOETIS INC(ZTS) | 13,269 | 0 | -13,269 | 1,669,506 | 0 | — | -1,669,506 |
| EDWARDS LIFESCIENCES CORP | 20,444 | 0 | -20,444 | 1,742,851 | 0 | — | -1,742,851 |
| MSCI INC(MSCI) | 4,075 | 0 | -4,075 | 2,337,950 | 0 | — | -2,337,950 |
| ALPHABET INC(GOOG) | 20,000 | 11,000 | -9,000 | 6,260,000 | 3,163,160 | 5.01% | -3,096,840 |
| PTC INC(PTC) | 18,314 | 0 | -18,314 | 3,190,482 | 0 | — | -3,190,482 |
| YUM CHINA HLDGS INC(YUMC) | 332,250 | 251,550 | -80,700 | 15,734,226 | 12,365,421 | 19.59% | -3,368,805 |
| LINDE PLC(LIN) | 13,100 | 4,000 | -9,100 | 5,585,709 | 1,983,040 | 3.14% | -3,602,669 |
| VISA INC(V) | 19,125 | 9,000 | -10,125 | 6,707,329 | 2,720,160 | 4.31% | -3,987,169 |
| SEA LTD(SE) | 163,506 | 163,506 | 0 | 20,858,460 | 13,539,932 | 21.45% | -7,318,528 |
| ISHARES TR | 112,618 | 0 | -112,618 | 10,723,486 | 0 | — | -10,723,486 |