Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TAPESTRY INC(TPR) | 654,547 | 1,574,634 | +920,087 | 42,762 | 110,870 | 12.95% | +68,108 |
| NETFLIX INC(NFLX) | 0 | 61,800 | +61,800 | 0 | 57,630 | 6.73% | +57,630 |
| PDD HOLDINGS INC(PDD) | 0 | 439,250 | +439,250 | 0 | 51,985 | 6.07% | +51,985 |
| META PLATFORMS INC(META) | 106,848 | 179,501 | +72,653 | 62,561 | 103,457 | 12.09% | +40,897 |
| APPLE INC(AAPL) | 0 | 114,100 | +114,100 | 0 | 25,345 | 2.96% | +25,345 |
| APPLOVIN CORP(APP) | 0 | 91,863 | +91,863 | 0 | 24,341 | 2.84% | +24,341 |
| VISA INC(V) | 0 | 63,100 | +63,100 | 0 | 22,114 | 2.58% | +22,114 |
| NETEASE INC(NTES) | 29,413 | 237,206 | +207,793 | 2,624 | 24,413 | 2.85% | +21,789 |
| PROSHARES TR ULTRAPRO QQQ | 0 | 370,000 | +370,000 | 0 | 21,201 | 2.48% | +21,201 |
| SEA LTD(SE) | 0 | 161,900 | +161,900 | 0 | 21,126 | 2.47% | +21,126 |
| LEXINFINTECH HLDGS LTD | 0 | 2,030,028 | +2,030,028 | 0 | 20,483 | 2.39% | +20,483 |
| SAP SE(SAP) | 70,100 | 131,233 | +61,133 | 17,259 | 35,228 | 4.12% | +17,969 |
| PROGRESSIVE CORP(PGR) | 0 | 60,000 | +60,000 | 0 | 16,981 | 1.98% | +16,981 |
| DECKERS OUTDOOR CORP(DECK) | 0 | 139,800 | +139,800 | 0 | 15,631 | 1.83% | +15,631 |
| ALIBABA GROUP HLDG LTD(BABA) | 634,200 | 513,722 | -120,478 | 53,774 | 67,929 | 7.94% | +14,156 |
| FUTU HLDGS LTD(FUTU) | 149,977 | 253,100 | +103,123 | 11,997 | 25,905 | 3.03% | +13,908 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 33,500 | 48,500 | +15,000 | 14,987 | 26,676 | 3.12% | +11,689 |
| MONDAY COM LTD SHS | 0 | 35,629 | +35,629 | 0 | 8,664 | 1.01% | +8,664 |
| AMAZON COM INC(AMZN) | 336,528 | 422,537 | +86,009 | 73,831 | 80,392 | 9.39% | +6,561 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 558,800 | 698,939 | +140,139 | 6,046 | 8,925 | 1.04% | +2,879 |
| ON HLDG AG(ONON) | 132,984 | 222,100 | +89,116 | 7,284 | 9,755 | 1.14% | +2,471 |
| MONOLITHIC PWR SYS INC(MPWR) | 0 | 1,000 | +1,000 | 0 | 580 | 0.07% | +580 |
| COINBASE GLOBAL INC(COIN) | 0 | 0 | 0 | 0 | 458 | 0.05% | +458 |
| ZEEKR INTELLIGENT TECHNOLOGY | 0 | 18,000 | +18,000 | 0 | 434 | 0.05% | +434 |
| SEA LTD(SE) | 0 | 0 | 0 | 8,412 | 8,675 | 1.01% | +263 |
| D-WAVE QUANTUM INC(QBTS) | 0 | 15,000 | +15,000 | 0 | 114 | 0.01% | +114 |
| DOORDASH INC(DASH) | 6,000 | 0 | -6,000 | 1,007 | 0 | — | -1,006 |
| TAL EDUCATION GROUP(TAL) | 104,000 | 0 | -104,000 | 1,042 | 0 | — | -1,042 |
| RH(RH) | 2,750 | 0 | -2,750 | 1,082 | 0 | — | -1,082 |
| FIVE BELOW INC(FIVE) | 11,000 | 0 | -11,000 | 1,155 | 0 | — | -1,155 |
| ULTA BEAUTY INC(ULTA) | 2,700 | 0 | -2,700 | 1,174 | 0 | — | -1,174 |
| SEMTECH CORP(SMTC) | 20,000 | 0 | -20,000 | 1,237 | 0 | — | -1,237 |
| CORNING INC(GLW) | 30,000 | 0 | -30,000 | 1,426 | 0 | — | -1,426 |
| ROBINHOOD MKTS INC(HOOD) | 41,000 | 0 | -41,000 | 1,528 | 0 | — | -1,528 |
| DOCUSIGN INC(DOCU) | 17,043 | 0 | -17,043 | 1,533 | 0 | — | -1,533 |
| EATON CORP PLC(ETN) | 5,000 | 0 | -5,000 | 1,659 | 0 | — | -1,659 |
| VERTIV HOLDINGS CO(VRT) | 16,000 | 0 | -16,000 | 1,818 | 0 | — | -1,818 |
| AFFIRM HLDGS INC(AFRM) | 36,850 | 0 | -36,850 | 2,244 | 0 | — | -2,244 |
| KINGSOFT CLOUD HLDGS LTD(KC) | 249,100 | 0 | -249,100 | 2,613 | 0 | — | -2,613 |
| TRIP COM GROUP LTD(TCOM) | 44,416 | 0 | -44,416 | 3,050 | 0 | — | -3,050 |
| ARISTA NETWORKS INC(ANET) | 30,000 | 0 | -30,000 | 3,316 | 0 | — | -3,316 |
| SHARKNINJA INC(SN) | 39,924 | 0 | -39,924 | 3,887 | 0 | — | -3,887 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 124,882 | 0 | -124,882 | 8,015 | 0 | — | -8,015 |
| REDDIT INC(RDDT) | 50,100 | 0 | -50,100 | 8,188 | 0 | — | -8,188 |
| CUMMINS INC(CMI) | 32,645 | 0 | -32,645 | 11,380 | 0 | — | -11,380 |
| ZOOM COMMUNICATIONS INC(ZM) | 180,700 | 0 | -180,700 | 14,747 | 0 | — | -14,747 |
| TESLA INC(TSLA) | 37,900 | 0 | -37,900 | 15,306 | 0 | — | -15,306 |
| DUOLINGO INC(DUOL) | 62,500 | 0 | -62,500 | 20,264 | 0 | — | -20,264 |
| AMER SPORTS INC(AS) | 3,606,363 | 2,416,896 | -1,189,467 | 100,834 | 64,604 | 7.55% | -36,230 |
| KE HLDGS INC(BEKE) | 2,327,198 | 100,000 | -2,227,198 | 42,867 | 2,009 | 0.23% | -40,858 |
| SERVICENOW INC(NOW) | 39,100 | 0 | -39,100 | 41,451 | 0 | — | -41,451 |
| GE VERNOVA INC(GEV) | 136,270 | 0 | -136,270 | 44,823 | 0 | — | -44,823 |
| SALESFORCE INC(CRM) | 152,451 | 0 | -152,451 | 50,969 | 0 | — | -50,969 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 394,241 | 0 | -394,241 | 77,859 | 0 | — | -77,859 |
| NVIDIA CORPORATION(NVDA) | 1,034,860 | 0 | -1,034,860 | 138,971 | 0 | — | -138,971 |