Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 497,400 | +497,400 | 0 | 42,175 | 12.44% | +42,175 |
| ADVANCED MICRO DEVICES INC(AMD) | 66,700 | 435,700 | +369,000 | 10,944 | 52,628 | 15.53% | +41,684 |
| NETEASE INC(NTES) | 0 | 342,600 | +342,600 | 0 | 30,563 | 9.02% | +30,563 |
| TERADYNE INC(TER) | 0 | 115,400 | +115,400 | 0 | 14,531 | 4.29% | +14,531 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 438,700 | 447,100 | +8,400 | 76,189 | 88,298 | 26.05% | +12,109 |
| BITDEER TECHNOLOGIES GROUP(BTDR) | 0 | 478,900 | +478,900 | 0 | 10,378 | 3.06% | +10,378 |
| CORNING INC(GLW) | 454,300 | 581,800 | +127,500 | 20,512 | 27,647 | 8.16% | +7,135 |
| TAL EDUCATION GROUP(TAL) | 2,988,220 | 3,879,504 | +891,284 | 35,381 | 38,873 | 11.47% | +3,492 |
| MICROSOFT CORP(MSFT) | 11,600 | 17,700 | +6,100 | 4,991 | 7,461 | 2.20% | +2,469 |
| VICTORIAS SECRET AND CO(VSXY) | 0 | 58,800 | +58,800 | 0 | 2,435 | 0.72% | +2,435 |
| PDD HOLDINGS INC(PDD) | 0 | 21,300 | +21,300 | 0 | 2,066 | 0.61% | +2,066 |
| UNITY SOFTWARE INC(U) | 317,400 | 218,100 | -99,300 | 7,180 | 4,901 | 1.45% | -2,279 |
| DISNEY WALT CO(DIS) | 75,700 | 37,800 | -37,900 | 7,282 | 4,209 | 1.24% | -3,073 |
| KANZHUN LIMITED(BZ) | 274,000 | 0 | -274,000 | 4,757 | 0 | — | -4,757 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 65,100 | 0 | -65,100 | 4,937 | 0 | — | -4,937 |
| DAQO NEW ENERGY CORP(DQ) | 528,836 | 256,076 | -272,760 | 10,772 | 4,978 | 1.47% | -5,794 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 22,920 | 0 | -22,920 | 6,212 | 0 | — | -6,212 |
| BROADCOM INC(AVGO) | 61,400 | 0 | -61,400 | 10,592 | 0 | — | -10,591 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 1,393,600 | 0 | -1,393,600 | 12,556 | 0 | — | -12,556 |
| LUMENTUM HLDGS INC(LITE) | 200,590 | 0 | -200,590 | 12,713 | 0 | — | -12,713 |
| NVIDIA CORPORATION(NVDA) | 180,485 | 57,885 | -122,600 | 21,918 | 7,773 | 2.29% | -14,145 |
| GE VERNOVA INC(GEV) | 59,800 | 0 | -59,800 | 15,248 | 0 | — | -15,248 |
| SYNOPSYS INC(SNPS) | 50,600 | 0 | -50,600 | 25,623 | 0 | — | -25,623 |
| TESLA INC(TSLA) | 192,900 | 0 | -192,900 | 50,468 | 0 | — | -50,468 |