Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TESLA INC(TSLA) | 0 | 192,900 | +192,900 | 0 | 50,468 | 14.92% | +50,468 |
| TAL EDUCATION GROUP(TAL) | 0 | 2,988,220 | +2,988,220 | 0 | 35,381 | 10.46% | +35,381 |
| CORNING INC(GLW) | 0 | 454,300 | +454,300 | 0 | 20,512 | 6.06% | +20,512 |
| GE VERNOVA INC(GEV) | 0 | 59,800 | +59,800 | 0 | 15,248 | 4.51% | +15,248 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 66,700 | +66,700 | 0 | 10,944 | 3.24% | +10,944 |
| DISNEY WALT CO(DIS) | 0 | 75,700 | +75,700 | 0 | 7,282 | 2.15% | +7,282 |
| UNITY SOFTWARE INC(U) | 0 | 317,400 | +317,400 | 0 | 7,180 | 2.12% | +7,180 |
| MICROSOFT CORP(MSFT) | 0 | 11,600 | +11,600 | 0 | 4,991 | 1.48% | +4,991 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 0 | 65,100 | +65,100 | 0 | 4,937 | 1.46% | +4,937 |
| KANZHUN LIMITED(BZ) | 0 | 274,000 | +274,000 | 0 | 4,757 | 1.41% | +4,757 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 1,117,000 | 1,393,600 | +276,600 | 8,981 | 12,556 | 3.71% | +3,576 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 2,482,000 | 438,700 | -2,043,300 | 73,906 | 76,189 | 22.52% | +2,283 |
| DAQO NEW ENERGY CORP(DQ) | 688,028 | 528,836 | -159,192 | 10,045 | 10,772 | 3.18% | +727 |
| BROADCOM INC(AVGO) | 10,140 | 61,400 | +51,260 | 16,280 | 10,592 | 3.13% | -5,689 |
| SHINHAN FINANCIAL GROUP CO L(SHG) | 185,236 | 0 | -185,236 | 6,480 | 0 | — | -6,480 |
| KB FINL GROUP INC(KB) | 122,112 | 0 | -122,112 | 6,964 | 0 | — | -6,964 |
| WOLFSPEED INC(WOLF) | 404,700 | 0 | -404,700 | 9,211 | 0 | — | -9,211 |
| UNIVERSAL DISPLAY CORP(OLED) | 51,456 | 0 | -51,456 | 10,819 | 0 | — | -10,819 |
| MICRON TECHNOLOGY INC(MU) | 91,700 | 0 | -91,700 | 12,061 | 0 | — | -12,061 |
| NETEASE INC(NTES) | 160,200 | 0 | -160,200 | 15,312 | 0 | — | -15,312 |
| DELL TECHNOLOGIES INC(DELL) | 146,056 | 0 | -146,056 | 20,143 | 0 | — | -20,143 |
| ASML HOLDING N V N Y REGISTRY SHS | 21,400 | 0 | -21,400 | 21,886 | 0 | — | -21,886 |
| ARM HOLDINGS PLC | 155,315 | 0 | -155,315 | 25,413 | 0 | — | -25,413 |
| FUTU HLDGS LTD(FUTU) | 400,357 | 0 | -400,357 | 26,265 | 0 | — | -26,265 |
| PDD HOLDINGS INC(PDD) | 210,500 | 0 | -210,500 | 27,986 | 0 | — | -27,986 |
| SYNOPSYS INC(SNPS) | 98,220 | 50,600 | -47,620 | 58,447 | 25,623 | 7.57% | -32,823 |
| APPLE INC(AAPL) | 156,500 | 0 | -156,500 | 32,962 | 0 | — | -32,962 |
| MARVELL TECHNOLOGY INC(MRVL) | 510,997 | 0 | -510,997 | 35,719 | 0 | — | -35,719 |
| LUMENTUM HLDGS INC(LITE) | 1,015,459 | 200,590 | -814,869 | 51,707 | 12,713 | 3.76% | -38,994 |
| NVIDIA CORPORATION(NVDA) | 613,400 | 180,485 | -432,915 | 75,779 | 21,918 | 6.48% | -53,861 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 261,440 | 22,920 | -238,520 | 80,458 | 6,212 | 1.84% | -74,246 |
| WESTERN DIGITAL CORP.(WDC) | 1,188,731 | 0 | -1,188,731 | 90,070 | 0 | — | -90,070 |