Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 42,600 | 613,400 | +570,800 | 38,492 | 75,779 | 10.57% | +37,288 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 510,997 | +510,997 | 0 | 35,719 | 4.98% | +35,719 |
| APPLE INC(AAPL) | 0 | 156,500 | +156,500 | 0 | 32,962 | 4.60% | +32,962 |
| ARM HOLDINGS PLC | 0 | 155,315 | +155,315 | 0 | 25,413 | 3.54% | +25,413 |
| PDD HOLDINGS INC(PDD) | 37,210 | 210,500 | +173,290 | 4,326 | 27,986 | 3.90% | +23,660 |
| NETEASE INC(NTES) | 0 | 160,200 | +160,200 | 0 | 15,312 | 2.14% | +15,312 |
| MICRON TECHNOLOGY INC(MU) | 0 | 91,700 | +91,700 | 0 | 12,061 | 1.68% | +12,061 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 0 | 1,117,000 | +1,117,000 | 0 | 8,981 | 1.25% | +8,981 |
| KB FINL GROUP INC(KB) | 0 | 122,112 | +122,112 | 0 | 6,964 | 0.97% | +6,964 |
| SHINHAN FINANCIAL GROUP CO L(SHG) | 0 | 185,236 | +185,236 | 0 | 6,480 | 0.90% | +6,480 |
| DELL TECHNOLOGIES INC(DELL) | 134,946 | 146,056 | +11,110 | 15,399 | 20,143 | 2.81% | +4,744 |
| ASML HOLDING N V N Y REGISTRY SHS | 18,300 | 21,400 | +3,100 | 17,760 | 21,886 | 3.05% | +4,127 |
| DAQO NEW ENERGY CORP(DQ) | 368,400 | 688,028 | +319,628 | 10,370 | 10,045 | 1.40% | -325 |
| WESTERN DIGITAL CORP.(WDC) | 1,331,331 | 1,188,731 | -142,600 | 90,850 | 90,070 | 12.56% | -780 |
| GITLAB INC(GTLB) | 62,400 | 0 | -62,400 | 3,639 | 0 | — | -3,639 |
| BROADCOM INC(AVGO) | 15,600 | 10,140 | -5,460 | 20,676 | 16,280 | 2.27% | -4,396 |
| YUM CHINA HLDGS INC(YUMC) | 119,100 | 0 | -119,100 | 4,739 | 0 | — | -4,739 |
| MICROSOFT CORP(MSFT) | 12,070 | 0 | -12,070 | 5,078 | 0 | — | -5,078 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 275,000 | 261,440 | -13,560 | 85,602 | 80,458 | 11.22% | -5,144 |
| ALIBABA GROUP HLDG LTD(BABA) | 87,100 | 0 | -87,100 | 6,303 | 0 | — | -6,303 |
| COINBASE GLOBAL INC(COIN) | 23,900 | 0 | -23,900 | 6,336 | 0 | — | -6,336 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 616,700 | 2,482,000 | +1,865,300 | 83,902 | 73,906 | 10.31% | -9,996 |
| QUALCOMM INC(QCOM) | 60,100 | 0 | -60,100 | 10,175 | 0 | — | -10,175 |
| UNIVERSAL DISPLAY CORP(OLED) | 152,055 | 51,456 | -100,599 | 25,614 | 10,819 | 1.51% | -14,795 |
| WOLFSPEED INC(WOLF) | 921,427 | 404,700 | -516,727 | 27,182 | 9,211 | 1.28% | -17,971 |
| LUMENTUM HLDGS INC(LITE) | 1,472,909 | 1,015,459 | -457,450 | 69,742 | 51,707 | 7.21% | -18,035 |
| DISNEY WALT CO(DIS) | 162,800 | 0 | -162,800 | 19,920 | 0 | — | -19,920 |
| ARM HOLDINGS PLC | 176,400 | 0 | -176,400 | 22,048 | 0 | — | -22,048 |
| TAL EDUCATION GROUP(TAL) | 2,088,710 | 0 | -2,088,710 | 23,707 | 0 | — | -23,707 |
| FUTU HLDGS LTD(FUTU) | 933,712 | 400,357 | -533,355 | 50,561 | 26,265 | 3.66% | -24,295 |
| SYNOPSYS INC(SNPS) | 144,900 | 98,220 | -46,680 | 82,810 | 58,447 | 8.15% | -24,364 |
| COHERENT CORP(COHR) | 452,024 | 0 | -452,024 | 27,402 | 0 | — | -27,402 |
| ADVANCED MICRO DEVICES INC(AMD) | 228,393 | 0 | -228,393 | 41,223 | 0 | — | -41,223 |