Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMER SPORTS INC(AS) | 0 | 1,500,000 | +1,500,000 | 0 | 41,940 | 14.88% | +41,940 |
| NVIDIA CORPORATION(NVDA) | 335,000 | 455,389 | +120,389 | 40,682 | 61,154 | 21.70% | +20,472 |
| TRIP COM GROUP LTD(TCOM) | 450,000 | 628,856 | +178,856 | 26,744 | 43,177 | 15.32% | +16,434 |
| KE HLDGS INC(BEKE) | 657,974 | 1,600,000 | +942,026 | 13,100 | 29,472 | 10.46% | +16,372 |
| BIRKENSTOCK HOLDING PLC(BIRK) | 0 | 177,000 | +177,000 | 0 | 10,029 | 3.56% | +10,029 |
| TERADYNE INC(TER) | 0 | 70,000 | +70,000 | 0 | 8,814 | 3.13% | +8,814 |
| MAKEMYTRIP LIMITED MAURITIUS SHS | 180,000 | 178,515 | -1,485 | 16,731 | 20,044 | 7.11% | +3,313 |
| NEXGEN ENERGY LTD(NXE) | 2,588,169 | 2,566,355 | -21,814 | 16,901 | 16,938 | 6.01% | +37 |
| ICICI BANK LIMITED(IBN) | 1,695,552 | 1,681,262 | -14,290 | 50,612 | 50,202 | 17.82% | -410 |
| BLOOM ENERGY CORP | 561,381 | 0 | -561,381 | 5,928 | 0 | — | -5,928 |
| CAMECO CORP(CCJ) | 640,000 | 0 | -640,000 | 30,566 | 0 | — | -30,566 |
| PDD HOLDINGS INC(PDD) | 247,000 | 0 | -247,000 | 33,298 | 0 | — | -33,298 |