Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| UNIVERSAL DISPLAY CORP(OLED) | 0 | 295,000 | +295,000 | 0 | 41,147 | 15.43% | +41,147 |
| VERTIV HOLDINGS CO(VRT) | 0 | 462,450 | +462,450 | 0 | 33,389 | 12.52% | +33,389 |
| QUALCOMM INC(QCOM) | 0 | 97,100 | +97,100 | 0 | 14,916 | 5.59% | +14,916 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 0 | 170,600 | +170,600 | 0 | 13,769 | 5.16% | +13,769 |
| CONFLUENT INC | 0 | 554,136 | +554,136 | 0 | 12,989 | 4.87% | +12,989 |
| ROBLOX CORP(RBLX) | 0 | 188,900 | +188,900 | 0 | 11,011 | 4.13% | +11,011 |
| NIKE INC(NKE) | 0 | 160,200 | +160,200 | 0 | 10,169 | 3.81% | +10,169 |
| KE HLDGS INC(BEKE) | 0 | 392,500 | +392,500 | 0 | 7,885 | 2.96% | +7,885 |
| EPAM SYS INC(EPAM) | 0 | 38,700 | +38,700 | 0 | 6,534 | 2.45% | +6,534 |
| NVIDIA CORPORATION(NVDA) | 57,885 | 127,600 | +69,715 | 7,773 | 13,829 | 5.18% | +6,056 |
| ARM HOLDINGS PLC | 0 | 50,000 | +50,000 | 0 | 5,340 | 2.00% | +5,340 |
| KANZHUN LIMITED(BZ) | 0 | 232,800 | +232,800 | 0 | 4,463 | 1.67% | +4,463 |
| INTEL CORP(INTC) | 0 | 137,600 | +137,600 | 0 | 3,125 | 1.17% | +3,125 |
| SANDISK CORP(SNDK) | 0 | 53,266 | +53,266 | 0 | 2,536 | 0.95% | +2,536 |
| DATADOG INC(DDOG) | 0 | 24,700 | +24,700 | 0 | 2,450 | 0.92% | +2,450 |
| WESTERN DIGITAL CORP(WDC) | 0 | 57,900 | +57,900 | 0 | 2,341 | 0.88% | +2,341 |
| COINBASE GLOBAL INC(COIN) | 0 | 13,500 | +13,500 | 0 | 2,325 | 0.87% | +2,325 |
| UNITY SOFTWARE INC(U) | 218,100 | 365,600 | +147,500 | 4,901 | 7,162 | 2.69% | +2,261 |
| BITDEER TECHNOLOGIES GROUP(BTDR) | 478,900 | 1,332,200 | +853,300 | 10,378 | 11,763 | 4.41% | +1,386 |
| DAQO NEW ENERGY CORP(DQ) | 256,076 | 256,076 | 0 | 4,978 | 4,638 | 1.74% | -341 |
| PDD HOLDINGS INC(PDD) | 21,300 | 0 | -21,300 | 2,066 | 0 | — | -2,066 |
| VICTORIAS SECRET AND CO(VSXY) | 58,800 | 0 | -58,800 | 2,435 | 0 | — | -2,435 |
| DISNEY WALT CO(DIS) | 37,800 | 0 | -37,800 | 4,209 | 0 | — | -4,209 |
| MICROSOFT CORP(MSFT) | 17,700 | 0 | -17,700 | 7,461 | 0 | — | -7,461 |
| TERADYNE INC(TER) | 115,400 | 0 | -115,400 | 14,531 | 0 | — | -14,531 |
| NETEASE INC(NTES) | 342,600 | 54,000 | -288,600 | 30,563 | 5,558 | 2.08% | -25,006 |
| CORNING INC(GLW) | 581,800 | 0 | -581,800 | 27,647 | 0 | — | -27,647 |
| TAL EDUCATION GROUP(TAL) | 3,879,504 | 800,021 | -3,079,483 | 38,873 | 10,568 | 3.96% | -28,304 |
| ALIBABA GROUP HLDG LTD(BABA) | 497,400 | 52,200 | -445,200 | 42,175 | 6,902 | 2.59% | -35,272 |
| ADVANCED MICRO DEVICES INC(AMD) | 435,700 | 72,200 | -363,500 | 52,628 | 7,418 | 2.78% | -45,210 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 447,100 | 147,600 | -299,500 | 88,298 | 24,502 | 9.19% | -63,796 |