Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2023 ▲▼ | Q2 2023 ▲▼ | Change ▲▼ | Q1 2023 ▲▼ | Q2 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Las Vegas Sands Corp(LVS) | 0 | 159,501 | +159,501 | 0 | 9,251 | 10.69% | +9,251 |
| Amazon.com Inc(AMZN) | 0 | 64,000 | +64,000 | 0 | 8,343 | 9.64% | +8,343 |
| JPMorgan Chase & Co(JPM) | 0 | 35,800 | +35,800 | 0 | 5,207 | 6.02% | +5,207 |
| LILLY ELI & CO(LLY) | 10,106 | 17,387 | +7,281 | 3,471 | 8,154 | 9.42% | +4,684 |
| Baidu Inc | 0 | 31,183 | +31,183 | 0 | 4,269 | 4.93% | +4,269 |
| QUALCOMM Inc(QCOM) | 0 | 34,500 | +34,500 | 0 | 4,107 | 4.75% | +4,107 |
| Merck & Co Inc(MRK) | 0 | 31,400 | +31,400 | 0 | 3,623 | 4.19% | +3,623 |
| Coherent Corp(COHR) | 0 | 64,300 | +64,300 | 0 | 3,278 | 3.79% | +3,278 |
| Boston Scientific Corp(BSX) | 0 | 53,526 | +53,526 | 0 | 2,895 | 3.35% | +2,895 |
| Antero Resources Corp(AR) | 0 | 91,900 | +91,900 | 0 | 2,116 | 2.45% | +2,116 |
| FormFactor Inc(FORM) | 0 | 31,700 | +31,700 | 0 | 1,085 | 1.25% | +1,085 |
| NIO Inc(NIO) | 0 | 105,000 | +105,000 | 0 | 1,017 | 1.18% | +1,017 |
| Infosys Ltd(INFY) | 0 | 62,000 | +62,000 | 0 | 996 | 1.15% | +996 |
| New Oriental Education & Technology Group Inc(EDU) | 0 | 23,800 | +23,800 | 0 | 940 | 1.09% | +940 |
| Mobileye Global Inc(MBLY) | 22,900 | 36,700 | +13,800 | 991 | 1,410 | 1.63% | +419 |
| UnitedHealth Group Inc(UNH) | 0 | 521 | +521 | 0 | 250 | 0.29% | +250 |
| Teradyne Inc(TER) | 12,876 | 10,700 | -2,176 | 1,384 | 1,191 | 1.38% | -193 |
| Super Micro Computer Inc | 4,897 | 0 | -4,897 | 522 | 0 | — | -522 |
| Intel Corp | 16,801 | 0 | -16,801 | 549 | 0 | — | -549 |
| Microsoft Corp(MSFT) | 21,100 | 15,812 | -5,288 | 6,083 | 5,385 | 6.22% | -699 |
| Full Truck Alliance Co Ltd | 94,100 | 0 | -94,100 | 716 | 0 | — | -716 |
| Zhihu Inc | 709,500 | 0 | -709,500 | 901 | 0 | — | -901 |
| XPeng Inc(XPEV) | 197,700 | 91,000 | -106,700 | 2,196 | 1,221 | 1.41% | -975 |
| Advanced Micro Devices Inc(AMD) | 41,600 | 27,000 | -14,600 | 4,077 | 3,076 | 3.55% | -1,002 |
| ICICI Bank Ltd | 50,000 | 0 | -50,000 | 1,079 | 0 | — | -1,079 |
| Applied Materials Inc | 11,700 | 0 | -11,700 | 1,437 | 0 | — | -1,437 |
| Futu Holdings Ltd | 32,400 | 0 | -32,400 | 1,680 | 0 | — | -1,680 |
| Sony Group Corp | 22,334 | 0 | -22,334 | 2,025 | 0 | — | -2,025 |
| Micron Technology Inc | 33,700 | 0 | -33,700 | 2,033 | 0 | — | -2,033 |
| Starbucks Corp | 20,300 | 0 | -20,300 | 2,114 | 0 | — | -2,114 |
| 360 Digitech Inc | 110,000 | 0 | -110,000 | 2,134 | 0 | — | -2,134 |
| Trip.com Group Ltd | 68,100 | 0 | -68,100 | 2,565 | 0 | — | -2,565 |
| H World Group Ltd(HTHT) | 83,000 | 36,700 | -46,300 | 4,065 | 1,423 | 1.64% | -2,642 |
| Baidu Inc | 19,100 | 0 | -19,100 | 2,883 | 0 | — | -2,883 |
| NVIDIA Corp(NVDA) | 45,805 | 23,200 | -22,605 | 12,723 | 9,814 | 11.34% | -2,909 |
| American Express Co | 18,100 | 0 | -18,100 | 2,986 | 0 | — | -2,986 |
| Marvell Technology Inc(MRVL) | 115,902 | 33,700 | -82,202 | 5,019 | 2,015 | 2.33% | -3,004 |
| PDD Holdings Inc | 41,200 | 0 | -41,200 | 3,127 | 0 | — | -3,127 |
| Regeneron Pharmaceuticals Inc | 3,900 | 0 | -3,900 | 3,205 | 0 | — | -3,205 |
| NIKE Inc | 30,882 | 0 | -30,882 | 3,787 | 0 | — | -3,787 |
| iQIYI Inc | 598,110 | 0 | -598,110 | 4,354 | 0 | — | -4,354 |
| Sea Ltd(SE) | 62,500 | 13,901 | -48,599 | 5,409 | 807 | 0.93% | -4,603 |
| Domino's Pizza Inc | 15,000 | 0 | -15,000 | 4,948 | 0 | — | -4,948 |
| JD.com Inc | 115,900 | 0 | -115,900 | 5,087 | 0 | — | -5,087 |
| AbbVie Inc | 33,500 | 0 | -33,500 | 5,339 | 0 | — | -5,339 |
| Meta Platforms Inc | 35,925 | 0 | -35,925 | 7,614 | 0 | — | -7,614 |
| Alibaba Group Holding Ltd(BABA) | 124,822 | 55,800 | -69,022 | 12,754 | 4,651 | 5.38% | -8,103 |