Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SHARKNINJA INC(SN) | 0 | 475,000 | +475,000 | 0 | 39,620 | 12.44% | +39,620 |
| BROADCOM INC(AVGO) | 0 | 227,000 | +227,000 | 0 | 38,007 | 11.93% | +38,007 |
| VNET GROUP INC(VNET) | 0 | 3,500,000 | +3,500,000 | 0 | 28,700 | 9.01% | +28,700 |
| HESAI GROUP(HSAI) | 0 | 1,600,000 | +1,600,000 | 0 | 23,680 | 7.44% | +23,680 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 178,515 | 365,200 | +186,685 | 20,044 | 35,786 | 11.24% | +15,742 |
| DECKERS OUTDOOR CORP(DECK) | 0 | 100,000 | +100,000 | 0 | 11,181 | 3.51% | +11,181 |
| ICICI BANK LIMITED(IBN) | 1,681,262 | 1,709,864 | +28,602 | 50,202 | 53,895 | 16.92% | +3,692 |
| AMER SPORTS INC(AS) | 1,500,000 | 1,483,969 | -16,031 | 41,940 | 39,666 | 12.46% | -2,274 |
| TRIP COM GROUP LTD(TCOM) | 628,856 | 595,755 | -33,101 | 43,177 | 37,878 | 11.89% | -5,299 |
| TERADYNE INC(TER) | 70,000 | 0 | -70,000 | 8,814 | 0 | — | -8,814 |
| BIRKENSTOCK HOLDING PLC(BIRK) | 177,000 | 0 | -177,000 | 10,029 | 0 | — | -10,029 |
| NEXGEN ENERGY LTD(NXE) | 2,566,355 | 0 | -2,566,355 | 16,938 | 0 | — | -16,938 |
| KE HLDGS INC(BEKE) | 1,600,000 | 500,000 | -1,100,000 | 29,472 | 10,045 | 3.15% | -19,427 |
| NVIDIA CORPORATION(NVDA) | 455,389 | 0 | -455,389 | 61,154 | 0 | — | -61,154 |