Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | 0 | 443,000 | +443,000 | 0 | 104,575 | 18.32% | +104,575 |
| WOLVERINE WORLD WIDE INC(WWW) | 0 | 1,983,632 | +1,983,632 | 0 | 54,431 | 9.54% | +54,431 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 525,000 | 687,500 | +162,500 | 48,610 | 100,107 | 17.54% | +51,497 |
| SANDISK CORP(SNDK) | 0 | 405,000 | +405,000 | 0 | 45,441 | 7.96% | +45,441 |
| VNET GROUP INC(VNET) | 5,750,000 | 5,750,000 | 0 | 39,675 | 59,398 | 10.41% | +19,723 |
| BROADCOM INC(AVGO) | 220,000 | 242,500 | +22,500 | 60,643 | 80,003 | 14.02% | +19,360 |
| HESAI GROUP(HSAI) | 1,570,662 | 1,480,000 | -90,662 | 34,476 | 41,588 | 7.29% | +7,112 |
| QUANTASING GROUP LTD(HERE) | 500,000 | 500,000 | 0 | 4,725 | 4,510 | 0.79% | -215 |
| ICICI BANK LIMITED(IBN) | 29,900 | 0 | -29,900 | 1,006 | 0 | — | -1,006 |
| SHARKNINJA INC(SN) | 431,602 | 380,000 | -51,602 | 42,724 | 39,197 | 6.87% | -3,527 |
| MARVELL TECHNOLOGY INC(MRVL) | 127,000 | 0 | -127,000 | 9,830 | 0 | — | -9,830 |
| AMER SPORTS INC(AS) | 1,456,902 | 1,170,000 | -286,902 | 56,470 | 40,658 | 7.12% | -15,812 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 359,690 | 9,275 | -350,415 | 35,257 | 868 | 0.15% | -34,389 |
| COHERENT CORP(COHR) | 690,000 | 0 | -690,000 | 61,555 | 0 | — | -61,555 |