Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA Corp(NVDA) | 26,600 | 107,600 | +81,000 | 2,883 | 17,000 | 17.93% | +14,117 |
| Apple Inc(AAPL) | 0 | 66,000 | +66,000 | 0 | 13,541 | 14.28% | +13,541 |
| Las Vegas Sands Corp(LVS) | 0 | 262,600 | +262,600 | 0 | 11,426 | 12.05% | +11,426 |
| Advanced Micro Devices Inc(AMD) | 0 | 44,100 | +44,100 | 0 | 6,258 | 6.60% | +6,258 |
| KraneShares CSI China Internet ETF | 0 | 147,000 | +147,000 | 0 | 5,047 | 5.32% | +5,047 |
| MakeMyTrip Ltd Mauritius SHS | 0 | 40,550 | +40,550 | 0 | 3,975 | 4.19% | +3,975 |
| Eli Lilly & Co(LLY) | 0 | 4,100 | +4,100 | 0 | 3,196 | 3.37% | +3,196 |
| Alphabet Inc(GOOG) | 0 | 17,700 | +17,700 | 0 | 3,119 | 3.29% | +3,119 |
| Thermo Fisher Scientific Inc(TMO) | 0 | 7,400 | +7,400 | 0 | 3,000 | 3.16% | +3,000 |
| Intuitive Surgical Inc | 0 | 5,300 | +5,300 | 0 | 2,880 | 3.04% | +2,880 |
| Amer Sports Inc(AS) | 0 | 55,000 | +55,000 | 0 | 2,132 | 2.25% | +2,132 |
| Vertiv Holdings Co(VRT) | 0 | 16,600 | +16,600 | 0 | 2,132 | 2.25% | +2,132 |
| Infosys Ltd(INFY) | 0 | 111,600 | +111,600 | 0 | 2,068 | 2.18% | +2,068 |
| NIKE Inc(NKE) | 0 | 22,900 | +22,900 | 0 | 1,627 | 1.72% | +1,627 |
| Legend Biotech Corp(LEGN) | 0 | 43,300 | +43,300 | 0 | 1,537 | 1.62% | +1,537 |
| JPMorgan Chase & Co(JPM) | 23,171 | 24,100 | +929 | 5,684 | 6,987 | 7.37% | +1,303 |
| NetEase Inc(NTES) | 43,986 | 40,931 | -3,055 | 4,527 | 5,508 | 5.81% | +981 |
| Amazon.com Inc(AMZN) | 0 | 1,099 | +1,099 | 0 | 241 | 0.25% | +241 |
| ICICI Bank Ltd(IBN) | 33,800 | 0 | -33,800 | 1,065 | 0 | — | -1,065 |
| HDFC Bank Ltd(HDB) | 17,000 | 0 | -17,000 | 1,129 | 0 | — | -1,129 |
| Wells Fargo & Co(WFC) | 61,900 | 39,300 | -22,600 | 4,444 | 3,149 | 3.32% | -1,295 |
| TAL Education Group(TAL) | 100,000 | 0 | -100,000 | 1,321 | 0 | — | -1,321 |
| Futu Holdings Ltd(FUTU) | 18,000 | 0 | -18,000 | 1,842 | 0 | — | -1,842 |
| Spotify Technology SA(SPOT) | 3,400 | 0 | -3,400 | 1,870 | 0 | — | -1,870 |
| M&T Bank Corp(MTB) | 11,700 | 0 | -11,700 | 2,091 | 0 | — | -2,091 |
| Teva Pharmaceutical Industries Ltd(TEVA) | 163,400 | 0 | -163,400 | 2,511 | 0 | — | -2,511 |
| Full Truck Alliance Co Ltd(YMM) | 229,591 | 0 | -229,591 | 2,932 | 0 | — | -2,932 |
| American Express Co(AXP) | 13,500 | 0 | -13,500 | 3,632 | 0 | — | -3,632 |
| Manulife Financial Corp(MFC) | 193,400 | 0 | -193,400 | 6,024 | 0 | — | -6,024 |
| Alibaba Group Holding Ltd(BABA) | 127,980 | 0 | -127,980 | 16,923 | 0 | — | -16,923 |