Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| QUALCOMM INC(QCOM) | 265,144 | 621,486 | +356,342 | 40,731 | 95,466 | 26.15% | +54,735 |
| ALIBABA GROUP HLDG LTD(BABA) | 791,239 | 791,239 | 0 | 67,089 | 104,626 | 28.66% | +37,536 |
| AMKOR TECHNOLOGY INC | 0 | 1,165,923 | +1,165,923 | 0 | 21,057 | 5.77% | +21,057 |
| MICRON TECHNOLOGY INC(MU) | 609,137 | 782,415 | +173,278 | 51,265 | 67,984 | 18.62% | +16,719 |
| KANZHUN LIMITED(BZ) | 0 | 469,560 | +469,560 | 0 | 9,001 | 2.47% | +9,001 |
| KE HLDGS INC(BEKE) | 1,091,234 | 1,288,991 | +197,757 | 20,101 | 25,896 | 7.09% | +5,795 |
| BROADCOM INC(AVGO) | 0 | 12,244 | +12,244 | 0 | 2,050 | 0.56% | +2,050 |
| SUPER MICRO COMPUTER INC(SMCI) | 0 | 0 | 0 | 0 | 975 | 0.27% | +975 |
| VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | 144,516 | 144,516 | 0 | 11,274 | 11,408 | 3.12% | +134 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 164,163 | 164,163 | 0 | 3,505 | 2,533 | 0.69% | -972 |
| JD.COM INC(JD) | 54,524 | 0 | -54,524 | 1,890 | 0 | — | -1,890 |
| NVIDIA CORPORATION(NVDA) | 66,062 | 22,470 | -43,592 | 8,871 | 2,435 | 0.67% | -6,436 |
| APPLE INC(AAPL) | 202,663 | 97,414 | -105,249 | 50,751 | 21,639 | 5.93% | -29,112 |