Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GAOTU TECHEDU INC | 2,946,140 | 5,059,072 | +2,112,932 | 10,665 | 33,137 | 7.70% | +22,472 |
| AMER SPORTS INC(AS) | 0 | 1,003,800 | +1,003,800 | 0 | 16,362 | 3.80% | +16,362 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 469,617 | 474,944 | +5,327 | 48,840 | 64,616 | 15.01% | +15,776 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 121,400 | 190,689 | +69,289 | 8,896 | 16,556 | 3.84% | +7,659 |
| COUPANG INC(CPNG) | 656,316 | 656,316 | 0 | 10,626 | 11,676 | 2.71% | +1,050 |
| ATRENEW INC(RERE) | 2,069,435 | 2,069,435 | 0 | 3,973 | 3,642 | 0.85% | -331 |
| SUMITOMO MITSUI FINL GROUP I(SMFG) | 66,098 | 0 | -66,098 | 640 | 0 | — | -640 |
| MITSUBISHI UFJ FINL GROUP IN(MUFG) | 126,161 | 0 | -126,161 | 1,086 | 0 | — | -1,086 |
| QIFU TECHNOLOGY INC(QFIN) | 2,870,710 | 2,277,404 | -593,306 | 45,415 | 41,973 | 9.75% | -3,442 |
| NOAH HLDGS LTD | 1,880,865 | 1,880,865 | 0 | 25,975 | 21,498 | 4.99% | -4,476 |
| ZTO EXPRESS CAYMAN INC(ZTO) | 5,091,396 | 4,959,885 | -131,511 | 108,345 | 103,860 | 24.12% | -4,485 |
| RLX TECHNOLOGY INC(RLX) | 8,118,395 | 5,466,231 | -2,652,164 | 16,237 | 10,495 | 2.44% | -5,742 |
| PDD HOLDINGS INC(PDD) | 81,535 | 51,200 | -30,335 | 11,929 | 5,952 | 1.38% | -5,977 |
| LI AUTO INC(LI) | 305,000 | 0 | -305,000 | 11,416 | 0 | — | -11,416 |
| TAL EDUCATION GROUP(TAL) | 9,813,500 | 8,252,700 | -1,560,800 | 123,945 | 93,668 | 21.75% | -30,276 |
| KANZHUN LIMITED(BZ) | 2,504,652 | 408,857 | -2,095,795 | 41,602 | 7,167 | 1.66% | -34,435 |