Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALIBABA GROUP HLDG LTD(BABA) | 791,239 | 1,764,091 | +972,852 | 104,626 | 200,066 | 38.19% | +95,440 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 0 | 0 | 0 | 33,929 | 6.48% | +33,929 |
| MICRON TECHNOLOGY INC(MU) | 782,415 | 825,664 | +43,249 | 67,984 | 101,763 | 19.43% | +33,779 |
| JD.COM INC(JD) | 0 | 0 | 0 | 0 | 21,992 | 4.20% | +21,992 |
| NVIDIA CORPORATION(NVDA) | 22,470 | 52,790 | +30,320 | 2,435 | 8,340 | 1.59% | +5,905 |
| AMKOR TECHNOLOGY INC | 1,165,923 | 1,109,481 | -56,442 | 21,057 | 23,288 | 4.45% | +2,231 |
| VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | 144,516 | 158,647 | +14,131 | 11,408 | 12,612 | 2.41% | +1,204 |
| HEWLETT PACKARD ENTERPRISE C(HPE) | 164,163 | 164,163 | 0 | 2,533 | 3,357 | 0.64% | +824 |
| BROADCOM INC(AVGO) | 12,244 | 8,453 | -3,791 | 2,050 | 2,330 | 0.44% | +280 |
| SUPER MICRO COMPUTER INC(SMCI) | 0 | 0 | 0 | 975 | 1,035 | 0.20% | +60 |
| KE HLDGS INC(BEKE) | 1,288,991 | 1,288,991 | 0 | 25,896 | 22,867 | 4.37% | -3,029 |
| QUALCOMM INC(QCOM) | 621,486 | 579,387 | -42,099 | 95,466 | 92,273 | 17.61% | -3,193 |
| KANZHUN LIMITED(BZ) | 469,560 | 0 | -469,560 | 9,001 | 0 | — | -9,001 |
| APPLE INC(AAPL) | 97,414 | 0 | -97,414 | 21,639 | 0 | — | -21,639 |