Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| COHERENT CORP(COHR) | 0 | 690,000 | +690,000 | 0 | 61,555 | 15.58% | +61,555 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 0 | 525,000 | +525,000 | 0 | 48,610 | 12.31% | +48,610 |
| BROADCOM INC(AVGO) | 227,000 | 220,000 | -7,000 | 38,007 | 60,643 | 15.35% | +22,636 |
| AMER SPORTS INC(AS) | 1,483,969 | 1,456,902 | -27,067 | 39,666 | 56,470 | 14.30% | +16,803 |
| VNET GROUP INC(VNET) | 3,500,000 | 5,750,000 | +2,250,000 | 28,700 | 39,675 | 10.05% | +10,975 |
| HESAI GROUP(HSAI) | 1,600,000 | 1,570,662 | -29,338 | 23,680 | 34,476 | 8.73% | +10,796 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 127,000 | +127,000 | 0 | 9,830 | 2.49% | +9,830 |
| QUANTASING GROUP LTD | 0 | 500,000 | +500,000 | 0 | 4,725 | 1.20% | +4,725 |
| SHARKNINJA INC(SN) | 475,000 | 431,602 | -43,398 | 39,620 | 42,724 | 10.82% | +3,105 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 365,200 | 359,690 | -5,510 | 35,786 | 35,257 | 8.93% | -529 |
| KE HLDGS INC(BEKE) | 500,000 | 0 | -500,000 | 10,045 | 0 | — | -10,045 |
| DECKERS OUTDOOR CORP(DECK) | 100,000 | 0 | -100,000 | 11,181 | 0 | — | -11,181 |
| TRIP COM GROUP LTD(TCOM) | 595,755 | 0 | -595,755 | 37,878 | 0 | — | -37,878 |
| ICICI BANK LIMITED(IBN) | 1,709,864 | 29,900 | -1,679,964 | 53,895 | 1,006 | 0.25% | -52,889 |