Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 403,800 | 1,034,860 | +631,060 | 49,037 | 138,971 | 15.32% | +89,934 |
| AMER SPORTS INC(AS) | 1,251,181 | 3,606,363 | +2,355,182 | 19,956 | 100,834 | 11.12% | +80,878 |
| AMAZON COM INC(AMZN) | 14,000 | 336,528 | +322,528 | 2,609 | 73,831 | 8.14% | +71,222 |
| SALESFORCE INC(CRM) | 0 | 152,451 | +152,451 | 0 | 50,969 | 5.62% | +50,969 |
| TAPESTRY INC(TPR) | 0 | 654,547 | +654,547 | 0 | 42,762 | 4.71% | +42,762 |
| KE HLDGS INC(BEKE) | 125,000 | 2,327,198 | +2,202,198 | 2,489 | 42,867 | 4.73% | +40,378 |
| SERVICENOW INC(NOW) | 2,000 | 39,100 | +37,100 | 1,789 | 41,451 | 4.57% | +39,662 |
| ALIBABA GROUP HLDG LTD(BABA) | 136,577 | 634,200 | +497,623 | 14,494 | 53,774 | 5.93% | +39,280 |
| META PLATFORMS INC(META) | 61,000 | 106,848 | +45,848 | 34,919 | 62,561 | 6.90% | +27,642 |
| DUOLINGO INC(DUOL) | 0 | 62,500 | +62,500 | 0 | 20,264 | 2.23% | +20,264 |
| SAP SE(SAP) | 0 | 70,100 | +70,100 | 0 | 17,259 | 1.90% | +17,259 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 359,938 | 394,241 | +34,303 | 62,510 | 77,859 | 8.58% | +15,348 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 0 | 33,500 | +33,500 | 0 | 14,987 | 1.65% | +14,987 |
| ZOOM COMMUNICATIONS INC(ZM) | 0 | 180,700 | +180,700 | 0 | 14,747 | 1.63% | +14,747 |
| CUMMINS INC(CMI) | 0 | 32,645 | +32,645 | 0 | 11,380 | 1.25% | +11,380 |
| FUTU HLDGS LTD(FUTU) | 15,000 | 149,977 | +134,977 | 1,435 | 11,997 | 1.32% | +10,562 |
| REDDIT INC(RDDT) | 0 | 50,100 | +50,100 | 0 | 8,188 | 0.90% | +8,188 |
| ON HLDG AG(ONON) | 0 | 132,984 | +132,984 | 0 | 7,284 | 0.80% | +7,284 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 113,000 | 558,800 | +445,800 | 1,018 | 6,046 | 0.67% | +5,028 |
| SHARKNINJA INC(SN) | 0 | 39,924 | +39,924 | 0 | 3,887 | 0.43% | +3,887 |
| ARISTA NETWORKS INC(ANET) | 0 | 30,000 | +30,000 | 0 | 3,316 | 0.37% | +3,316 |
| GE VERNOVA INC(GEV) | 164,000 | 136,270 | -27,730 | 41,817 | 44,823 | 4.94% | +3,007 |
| NETEASE INC(NTES) | 0 | 29,413 | +29,413 | 0 | 2,624 | 0.29% | +2,624 |
| KINGSOFT CLOUD HLDGS LTD(KC) | 0 | 249,100 | +249,100 | 0 | 2,613 | 0.29% | +2,613 |
| AFFIRM HLDGS INC(AFRM) | 0 | 36,850 | +36,850 | 0 | 2,244 | 0.25% | +2,244 |
| VERTIV HOLDINGS CO(VRT) | 0 | 16,000 | +16,000 | 0 | 1,818 | 0.20% | +1,818 |
| TRIP COM GROUP LTD(TCOM) | 23,100 | 44,416 | +21,316 | 1,373 | 3,050 | 0.34% | +1,677 |
| DOCUSIGN INC(DOCU) | 0 | 17,043 | +17,043 | 0 | 1,533 | 0.17% | +1,533 |
| ROBINHOOD MKTS INC(HOOD) | 0 | 41,000 | +41,000 | 0 | 1,528 | 0.17% | +1,528 |
| CORNING INC(GLW) | 0 | 30,000 | +30,000 | 0 | 1,426 | 0.16% | +1,426 |
| SEMTECH CORP(SMTC) | 0 | 20,000 | +20,000 | 0 | 1,237 | 0.14% | +1,237 |
| ULTA BEAUTY INC(ULTA) | 0 | 2,700 | +2,700 | 0 | 1,174 | 0.13% | +1,174 |
| FIVE BELOW INC(FIVE) | 0 | 11,000 | +11,000 | 0 | 1,155 | 0.13% | +1,155 |
| RH(RH) | 0 | 2,750 | +2,750 | 0 | 1,082 | 0.12% | +1,082 |
| TAL EDUCATION GROUP(TAL) | 0 | 104,000 | +104,000 | 0 | 1,042 | 0.11% | +1,042 |
| DOORDASH INC(DASH) | 0 | 6,000 | +6,000 | 0 | 1,007 | 0.11% | +1,007 |
| SEA LTD(SE) | 0 | 0 | 0 | 8,376 | 8,412 | 0.93% | +36 |
| ATRENEW INC(RERE) | 57,078 | 0 | -57,078 | 159 | 0 | — | -159 |
| VNET GROUP INC(VNET) | 80,000 | 0 | -80,000 | 326 | 0 | — | -326 |
| ZEEKR INTELLIGENT TECHNOLOGY | 20,013 | 0 | -20,013 | 446 | 0 | — | -446 |
| APPLOVIN CORP(APP) | 4,000 | 0 | -4,000 | 522 | 0 | — | -522 |
| DATADOG INC(DDOG) | 5,000 | 0 | -5,000 | 575 | 0 | — | -575 |
| MONDAY COM LTD SHS | 2,500 | 0 | -2,500 | 694 | 0 | — | -694 |
| GE AEROSPACE(GE) | 6,000 | 0 | -6,000 | 1,131 | 0 | — | -1,131 |
| BILIBILI INC | 0 | 0 | 0 | 1,235 | 0 | — | -1,235 |
| NIKE INC(NKE) | 16,500 | 0 | -16,500 | 1,459 | 0 | — | -1,459 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 40,000 | 0 | -40,000 | 1,488 | 0 | — | -1,488 |
| GIGACLOUD TECHNOLOGY INC(GCT) | 122,000 | 0 | -122,000 | 2,804 | 0 | — | -2,804 |
| TESLA INC(TSLA) | 70,477 | 37,900 | -32,577 | 18,439 | 15,306 | 1.69% | -3,133 |
| SEA LTD(SE) | 228,949 | 0 | -228,949 | 21,585 | 0 | — | -21,585 |
| ADVANCED MICRO DEVICES INC(AMD) | 171,500 | 0 | -171,500 | 28,140 | 0 | — | -28,140 |
| ARISTA NETWORKS INC | 96,700 | 0 | -96,700 | 37,115 | 0 | — | -37,115 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 655,792 | 124,882 | -530,910 | 49,735 | 8,015 | 0.88% | -41,720 |
| EATON CORP PLC(ETN) | 137,200 | 5,000 | -132,200 | 45,474 | 1,659 | 0.18% | -43,814 |
| JD.COM INC(JD) | 1,390,869 | 0 | -1,390,869 | 55,635 | 0 | — | -55,635 |