Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMAZON COM INC(AMZN) | 0 | 442,855 | +442,855 | 0 | 85,582 | 8.33% | +85,582 |
| APPLE INC(AAPL) | 0 | 380,103 | +380,103 | 0 | 80,057 | 7.80% | +80,057 |
| ARISTA NETWORKS INC | 10,000 | 116,400 | +106,400 | 2,900 | 40,796 | 3.97% | +37,896 |
| MICRON TECHNOLOGY INC(MU) | 440,199 | 664,942 | +224,743 | 51,895 | 87,460 | 8.52% | +35,565 |
| ALPHABET INC(GOOG) | 0 | 188,900 | +188,900 | 0 | 34,648 | 3.37% | +34,648 |
| GE VERNOVA INC(GEV) | 0 | 179,700 | +179,700 | 0 | 30,820 | 3.00% | +30,820 |
| QUALCOMM INC(QCOM) | 0 | 89,700 | +89,700 | 0 | 17,866 | 1.74% | +17,866 |
| APPLOVIN CORP(APP) | 0 | 149,400 | +149,400 | 0 | 12,433 | 1.21% | +12,433 |
| META PLATFORMS INC(META) | 63,445 | 82,682 | +19,237 | 30,808 | 41,690 | 4.06% | +10,882 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 1,426,060 | 1,730,772 | +304,712 | 123,811 | 134,533 | 13.10% | +10,722 |
| PDD HOLDINGS INC(PDD) | 1,011,226 | 933,702 | -77,524 | 117,555 | 124,136 | 12.09% | +6,581 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 722,762 | 592,077 | -130,685 | 98,332 | 102,909 | 10.02% | +4,577 |
| TENCENT MUSIC ENTMT GROUP(TME) | 1,403,700 | 1,263,700 | -140,000 | 15,707 | 17,755 | 1.73% | +2,048 |
| NEXTERA ENERGY INC(NEE) | 0 | 25,000 | +25,000 | 0 | 1,770 | 0.17% | +1,770 |
| PROSHARES TR ULTRAPRO QQQ | 0 | 20,000 | +20,000 | 0 | 1,476 | 0.14% | +1,476 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 0 | 5,000 | +5,000 | 0 | 1,304 | 0.13% | +1,304 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 0 | 113,000 | +113,000 | 0 | 909 | 0.09% | +909 |
| EATON CORP PLC(ETN) | 131,200 | 132,460 | +1,260 | 41,024 | 41,533 | 4.04% | +509 |
| SEA LTD(SE) | 0 | 0 | 0 | 7,945 | 8,069 | 0.79% | +125 |
| BILIBILI INC | 0 | 0 | 0 | 1,191 | 1,217 | 0.12% | +27 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 20,000 | 0 | -20,000 | 460 | 0 | — | -460 |
| UNITY SOFTWARE INC(U) | 20,000 | 0 | -20,000 | 534 | 0 | — | -534 |
| DELL TECHNOLOGIES INC(DELL) | 8,000 | 0 | -8,000 | 913 | 0 | — | -913 |
| MINISO GROUP HLDG LTD(MNSO) | 56,000 | 0 | -56,000 | 1,148 | 0 | — | -1,148 |
| VISTRA CORP(VST) | 20,000 | 0 | -20,000 | 1,393 | 0 | — | -1,393 |
| CONSTELLATION ENERGY CORP(CEG) | 10,000 | 0 | -10,000 | 1,849 | 0 | — | -1,848 |
| ALIBABA GROUP HLDG LTD(BABA) | 35,000 | 0 | -35,000 | 2,533 | 0 | — | -2,533 |
| AMER SPORTS INC(AS) | 693,042 | 612,242 | -80,800 | 11,297 | 7,696 | 0.75% | -3,601 |
| GRANITESHARES ETF TR 2X LONG NVDA ETF | 100,000 | 0 | -100,000 | 4,150 | 0 | — | -4,150 |
| TRIP COM GROUP LTD(TCOM) | 152,148 | 0 | -152,148 | 6,678 | 0 | — | -6,678 |
| TAL EDUCATION GROUP(TAL) | 3,220,523 | 2,151,755 | -1,068,768 | 36,553 | 22,959 | 2.24% | -13,594 |
| DIREXION SHS ETF TR DAI SEM BUL ETF | 305,978 | 0 | -305,978 | 14,237 | 0 | — | -14,237 |
| AMPHENOL CORP NEW | 127,500 | 0 | -127,500 | 14,707 | 0 | — | -14,707 |
| NETEASE INC(NTES) | 480,869 | 299,822 | -181,047 | 49,756 | 28,657 | 2.79% | -21,099 |
| NVIDIA CORPORATION(NVDA) | 115,895 | 620,544 | +504,649 | 104,718 | 76,662 | 7.47% | -28,056 |
| DRAFTKINGS INC NEW(DKNG) | 637,999 | 20,000 | -617,999 | 28,972 | 763 | 0.07% | -28,208 |
| VERTIV HOLDINGS CO(VRT) | 499,627 | 0 | -499,627 | 40,805 | 0 | — | -40,805 |
| ASML HOLDING N V N Y REGISTRY SHS | 43,911 | 0 | -43,911 | 42,614 | 0 | — | -42,614 |
| SNOWFLAKE INC(SNOW) | 317,658 | 0 | -317,658 | 51,334 | 0 | — | -51,334 |
| MICROSOFT CORP(MSFT) | 207,228 | 51,700 | -155,528 | 87,185 | 23,107 | 2.25% | -64,078 |