Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PDD HOLDINGS INC(PDD) | 704,489 | 1,562,304 | +857,815 | 71,985 | 119,173 | 35.12% | +47,188 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 6,522,380 | 10,127,735 | +3,605,355 | 54,136 | 82,237 | 24.23% | +28,101 |
| META PLATFORMS INC(META) | 0 | 41,137 | +41,137 | 0 | 23,172 | 6.83% | +23,172 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 8,009 | 17,771 | +9,762 | 2,707 | 8,487 | 2.50% | +5,780 |
| KASPI KZ JSC(KSPI) | 0 | 46,855 | +46,855 | 0 | 4,060 | 1.20% | +4,060 |
| TEXAS INSTRS INC(TXN) | 45,906 | 34,511 | -11,395 | 8,912 | 12,665 | 3.73% | +3,753 |
| ALIBABA GROUP HLDG LTD(BABA) | 2,754 | 0 | -2,754 | 346 | 0 | — | -346 |
| TRIP COM GROUP LTD(TCOM) | 89,838 | 95,211 | +5,373 | 4,473 | 3,793 | 1.12% | -680 |
| LEXINFINTECH HLDGS LTD(LX) | 3,800,265 | 3,800,265 | 0 | 8,285 | 7,487 | 2.21% | -798 |
| UNITY SOFTWARE INC(U) | 73,389 | 0 | -73,389 | 1,610 | 0 | — | -1,610 |
| KANZHUN LIMITED(BZ) | 4,980,130 | 5,007,947 | +27,817 | 66,684 | 64,452 | 18.99% | -2,232 |
| NVIDIA CORPORATION(NVDA) | 37,810 | 18,206 | -19,604 | 6,594 | 4,077 | 1.20% | -2,517 |
| ZTO EXPRESS CAYMAN IN(ZTO) | 112,444 | 0 | -112,444 | 2,830 | 0 | — | -2,830 |
| AMAZON COM INC(AMZN) | 65,416 | 40,877 | -24,539 | 13,624 | 9,743 | 2.87% | -3,882 |
| FUTU HLDGS LTD(FUTU) | 41,607 | 0 | -41,607 | 5,690 | 0 | — | -5,690 |
| ALPHABET INC(GOOG) | 64,476 | 0 | -64,476 | 18,496 | 0 | — | -18,496 |
| AMER SPORTS INC(AS) | 1,000,334 | 0 | -1,000,334 | 32,931 | 0 | — | -32,931 |
| ONTO INNOVATION INC(ONTO) | 193,838 | 0 | -193,838 | 39,750 | 0 | — | -39,750 |