Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| JD.COM INC(JD) | 0 | 1,390,869 | +1,390,869 | 0 | 55,635 | 10.93% | +55,635 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 171,500 | +171,500 | 0 | 28,140 | 5.53% | +28,140 |
| SEA LTD(SE) | 0 | 228,949 | +228,949 | 0 | 21,585 | 4.24% | +21,585 |
| TESLA INC(TSLA) | 0 | 70,477 | +70,477 | 0 | 18,439 | 3.62% | +18,439 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 136,577 | +136,577 | 0 | 14,494 | 2.85% | +14,494 |
| AMER SPORTS INC(AS) | 612,242 | 1,251,181 | +638,939 | 7,696 | 19,956 | 3.92% | +12,260 |
| GE VERNOVA INC(GEV) | 179,700 | 164,000 | -15,700 | 30,820 | 41,817 | 8.22% | +10,996 |
| EATON CORP PLC(ETN) | 132,460 | 137,200 | +4,740 | 41,533 | 45,474 | 8.94% | +3,941 |
| GIGACLOUD TECHNOLOGY INC(GCT) | 0 | 122,000 | +122,000 | 0 | 2,804 | 0.55% | +2,804 |
| KE HLDGS INC(BEKE) | 0 | 125,000 | +125,000 | 0 | 2,489 | 0.49% | +2,489 |
| SERVICENOW INC(NOW) | 0 | 2,000 | +2,000 | 0 | 1,789 | 0.35% | +1,789 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 0 | 40,000 | +40,000 | 0 | 1,488 | 0.29% | +1,488 |
| NIKE INC(NKE) | 0 | 16,500 | +16,500 | 0 | 1,459 | 0.29% | +1,459 |
| FUTU HLDGS LTD(FUTU) | 0 | 15,000 | +15,000 | 0 | 1,435 | 0.28% | +1,435 |
| TRIP COM GROUP LTD(TCOM) | 0 | 23,100 | +23,100 | 0 | 1,373 | 0.27% | +1,373 |
| GE AEROSPACE(GE) | 0 | 6,000 | +6,000 | 0 | 1,131 | 0.22% | +1,131 |
| MONDAY COM LTD SHS | 0 | 2,500 | +2,500 | 0 | 694 | 0.14% | +694 |
| DATADOG INC(DDOG) | 0 | 5,000 | +5,000 | 0 | 575 | 0.11% | +575 |
| ZEEKR INTELLIGENT TECHNOLOGY | 0 | 20,013 | +20,013 | 0 | 446 | 0.09% | +446 |
| VNET GROUP INC(VNET) | 0 | 80,000 | +80,000 | 0 | 326 | 0.06% | +326 |
| SEA LTD(SE) | 0 | 0 | 0 | 8,069 | 8,376 | 1.65% | +307 |
| ATRENEW INC(RERE) | 0 | 57,078 | +57,078 | 0 | 159 | 0.03% | +159 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 113,000 | 113,000 | 0 | 909 | 1,018 | 0.20% | +110 |
| BILIBILI INC | 0 | 0 | 0 | 1,217 | 1,235 | 0.24% | +18 |
| DRAFTKINGS INC NEW(DKNG) | 20,000 | 0 | -20,000 | 763 | 0 | — | -763 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 5,000 | 0 | -5,000 | 1,304 | 0 | — | -1,303 |
| PROSHARES TR ULTRAPRO QQQ | 20,000 | 0 | -20,000 | 1,476 | 0 | — | -1,476 |
| NEXTERA ENERGY INC(NEE) | 25,000 | 0 | -25,000 | 1,770 | 0 | — | -1,770 |
| ARISTA NETWORKS INC | 116,400 | 96,700 | -19,700 | 40,796 | 37,115 | 7.29% | -3,680 |
| META PLATFORMS INC(META) | 82,682 | 61,000 | -21,682 | 41,690 | 34,919 | 6.86% | -6,771 |
| APPLOVIN CORP(APP) | 149,400 | 4,000 | -145,400 | 12,433 | 522 | 0.10% | -11,911 |
| TENCENT MUSIC ENTMT GROUP(TME) | 1,263,700 | 0 | -1,263,700 | 17,755 | 0 | — | -17,755 |
| QUALCOMM INC(QCOM) | 89,700 | 0 | -89,700 | 17,866 | 0 | — | -17,866 |
| TAL EDUCATION GROUP(TAL) | 2,151,755 | 0 | -2,151,755 | 22,959 | 0 | — | -22,959 |
| MICROSOFT CORP(MSFT) | 51,700 | 0 | -51,700 | 23,107 | 0 | — | -23,107 |
| NVIDIA CORPORATION(NVDA) | 620,544 | 403,800 | -216,744 | 76,662 | 49,037 | 9.64% | -27,625 |
| NETEASE INC(NTES) | 299,822 | 0 | -299,822 | 28,657 | 0 | — | -28,657 |
| ALPHABET INC(GOOG) | 188,900 | 0 | -188,900 | 34,648 | 0 | — | -34,648 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 592,077 | 359,938 | -232,139 | 102,909 | 62,510 | 12.29% | -40,398 |
| APPLE INC(AAPL) | 380,103 | 0 | -380,103 | 80,057 | 0 | — | -80,057 |
| AMAZON COM INC(AMZN) | 442,855 | 14,000 | -428,855 | 85,582 | 2,609 | 0.51% | -82,973 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 1,730,772 | 655,792 | -1,074,980 | 134,533 | 49,735 | 9.78% | -84,798 |
| MICRON TECHNOLOGY INC(MU) | 664,942 | 0 | -664,942 | 87,460 | 0 | — | -87,460 |
| PDD HOLDINGS INC(PDD) | 933,702 | 0 | -933,702 | 124,136 | 0 | — | -124,136 |