Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 800,926 | 2,946,606 | +2,145,680 | 13,600 | 52,243 | 17.31% | +38,644 |
| APPLE INC(AAPL) | 0 | 152,995 | +152,995 | 0 | 26,236 | 8.69% | +26,236 |
| ALIBABA GROUP HLDG LTD(BABA) | 306,378 | 582,638 | +276,260 | 23,747 | 42,160 | 13.97% | +18,412 |
| ISHARES TR | 0 | 41,600 | +41,600 | 0 | 3,938 | 1.30% | +3,938 |
| JD.COM INC(JD) | 0 | 41,911 | +41,911 | 0 | 1,148 | 0.38% | +1,148 |
| BAIDU INC | 0 | 9,289 | +9,289 | 0 | 978 | 0.32% | +978 |
| IQIYI INC(IQ) | 0 | 0 | 0 | 194 | 198 | 0.07% | +4 |
| VANGUARD BD INDEX FDS | 23,000 | 23,000 | 0 | 1,771 | 1,763 | 0.58% | -8 |
| VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | 324,516 | 324,516 | 0 | 25,108 | 25,088 | 8.31% | -19 |
| ISHARES TR | 66,820 | 66,820 | 0 | 7,394 | 7,278 | 2.41% | -116 |
| PDD HOLDINGS INC(PDD) | 0 | 0 | 0 | 2,061 | 1,937 | 0.64% | -124 |
| NVIDIA CORPORATION(NVDA) | 32,831 | 15,835 | -16,996 | 16,259 | 14,308 | 4.74% | -1,951 |
| MICRON TECHNOLOGY INC(MU) | 1,159,429 | 410,357 | -749,072 | 98,946 | 48,377 | 16.03% | -50,569 |
| QUALCOMM INC(QCOM) | 883,578 | 449,713 | -433,865 | 127,792 | 76,136 | 25.23% | -51,655 |