Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 109,498 | 128,571 | +19,073 | 37,005 | 61,402 | 34.92% | +24,397 |
| VANECK ETF TRUST SEMICONDUCTR ETF | 0 | 24,500 | +24,500 | 0 | 16,069 | 9.14% | +16,069 |
| SEA LTD(SE) | 170,436 | 295,657 | +125,221 | 14,114 | 28,333 | 16.11% | +14,219 |
| MERCADOLIBRE INC(MELI) | 20,759 | 27,882 | +7,123 | 35,893 | 47,327 | 26.92% | +11,434 |
| SHOPIFY INC(SHOP) | 137,158 | 188,235 | +51,077 | 16,270 | 21,493 | 12.22% | +5,223 |
| IREN LIMITED ORDINARY SHARES | 0 | 26,500 | +26,500 | 0 | 1,212 | 0.69% | +1,212 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 534,900 | 0 | -534,900 | 20,551 | 0 | — | -20,551 |