Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ASTERA LABS INC(ALAB) | 0 | 1,180,848 | +1,180,848 | 0 | 106,772 | 17.50% | +106,772 |
| ADVANCED MICRO DEVICES INC(AMD) | 72,200 | 573,000 | +500,800 | 7,418 | 81,309 | 13.32% | +73,891 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 0 | 680,555 | +680,555 | 0 | 63,013 | 10.33% | +63,013 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 674,500 | +674,500 | 0 | 52,206 | 8.55% | +52,206 |
| ALBEMARLE CORP(ALB) | 0 | 525,016 | +525,016 | 0 | 32,903 | 5.39% | +32,903 |
| APPLOVIN CORP(APP) | 0 | 92,234 | +92,234 | 0 | 32,289 | 5.29% | +32,289 |
| COHERENT CORP(COHR) | 0 | 342,400 | +342,400 | 0 | 30,546 | 5.01% | +30,546 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 0 | 69,300 | +69,300 | 0 | 21,355 | 3.50% | +21,355 |
| BARRICK MNG CORP(B) | 0 | 981,500 | +981,500 | 0 | 20,435 | 3.35% | +20,435 |
| UNITY SOFTWARE INC(U) | 365,600 | 1,107,702 | +742,102 | 7,162 | 26,806 | 4.39% | +19,644 |
| AMPHENOL CORP NEW | 0 | 123,300 | +123,300 | 0 | 12,176 | 2.00% | +12,176 |
| WERIDE INC(WRD) | 0 | 1,398,800 | +1,398,800 | 0 | 11,023 | 1.81% | +11,023 |
| NVIDIA CORPORATION(NVDA) | 127,600 | 155,500 | +27,900 | 13,829 | 24,567 | 4.03% | +10,738 |
| COINBASE GLOBAL INC(COIN) | 13,500 | 31,900 | +18,400 | 2,325 | 11,181 | 1.83% | +8,856 |
| JD.COM INC(JD) | 0 | 104,000 | +104,000 | 0 | 3,395 | 0.56% | +3,395 |
| VICTORIAS SECRET AND CO(VSXY) | 0 | 52,800 | +52,800 | 0 | 978 | 0.16% | +978 |
| DAQO NEW ENERGY CORP(DQ) | 256,076 | 289,376 | +33,300 | 4,638 | 4,390 | 0.72% | -248 |
| ALIBABA GROUP HLDG LTD(BABA) | 52,200 | 47,600 | -4,600 | 6,902 | 5,398 | 0.88% | -1,504 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 147,600 | 100,100 | -47,500 | 24,502 | 22,672 | 3.72% | -1,830 |
| WESTERN DIGITAL CORP(WDC) | 57,900 | 0 | -57,900 | 2,341 | 0 | — | -2,341 |
| DATADOG INC(DDOG) | 24,700 | 0 | -24,700 | 2,450 | 0 | — | -2,450 |
| SANDISK CORP(SNDK) | 53,266 | 0 | -53,266 | 2,536 | 0 | — | -2,536 |
| TAL EDUCATION GROUP(TAL) | 800,021 | 784,777 | -15,244 | 10,568 | 8,020 | 1.31% | -2,548 |
| INTEL CORP(INTC) | 137,600 | 0 | -137,600 | 3,125 | 0 | — | -3,125 |
| KANZHUN LIMITED(BZ) | 232,800 | 0 | -232,800 | 4,463 | 0 | — | -4,463 |
| ARM HOLDINGS PLC | 50,000 | 0 | -50,000 | 5,340 | 0 | — | -5,339 |
| NETEASE INC(NTES) | 54,000 | 0 | -54,000 | 5,558 | 0 | — | -5,558 |
| UNIVERSAL DISPLAY CORP(OLED) | 295,000 | 229,800 | -65,200 | 41,147 | 35,495 | 5.82% | -5,652 |
| EPAM SYS INC(EPAM) | 38,700 | 0 | -38,700 | 6,534 | 0 | — | -6,534 |
| KE HLDGS INC(BEKE) | 392,500 | 0 | -392,500 | 7,885 | 0 | — | -7,885 |
| BITDEER TECHNOLOGIES GROUP(BTDR) | 1,332,200 | 290,700 | -1,041,500 | 11,763 | 3,337 | 0.55% | -8,426 |
| NIKE INC(NKE) | 160,200 | 0 | -160,200 | 10,169 | 0 | — | -10,169 |
| ROBLOX CORP(RBLX) | 188,900 | 0 | -188,900 | 11,011 | 0 | — | -11,011 |
| CONFLUENT INC | 554,136 | 0 | -554,136 | 12,989 | 0 | — | -12,989 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 170,600 | 0 | -170,600 | 13,769 | 0 | — | -13,769 |
| QUALCOMM INC(QCOM) | 97,100 | 0 | -97,100 | 14,916 | 0 | — | -14,916 |
| VERTIV HOLDINGS CO(VRT) | 462,450 | 0 | -462,450 | 33,389 | 0 | — | -33,389 |