Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| KANZHUN LIMITED(BZ) | 4,287,565 | 11,798,246 | +7,510,681 | 57,410 | 151,843 | 15.51% | +94,433 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 446,505 | 498,500 | +51,995 | 150,896 | 238,069 | 24.32% | +87,172 |
| MICRON TECHNOLOGY INC(MU) | 8,975 | 34,417 | +25,442 | 3,032 | 39,727 | 4.06% | +36,695 |
| SANDISK CORP(SNDK) | 5,479 | 16,000 | +10,521 | 3,481 | 36,380 | 3.72% | +32,899 |
| TRIP COM GROUP LTD(TCOM) | 674,999 | 1,034,085 | +359,086 | 33,608 | 41,198 | 4.21% | +7,590 |
| ALPHABET INC(GOOG) | 100,000 | 100,000 | 0 | 28,686 | 35,333 | 3.61% | +6,647 |
| KE HLDGS INC(BEKE) | 1,391,439 | 1,652,669 | +261,230 | 20,830 | 24,013 | 2.45% | +3,183 |
| WERIDE INC(WRD) | 0 | 260,000 | +260,000 | 0 | 1,513 | 0.15% | +1,513 |
| VISA INC(V) | 0 | 1,419 | +1,419 | 0 | 487 | 0.05% | +487 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 3,399 | +3,399 | 0 | 326 | 0.03% | +326 |
| YATSEN HLDG LTD | 529,993 | 529,993 | 0 | 1,632 | 1,680 | 0.17% | +48 |
| NIO INC(NIO) | 72,094 | 0 | -72,094 | 435 | 0 | — | -435 |
| YUM CHINA HLDGS INC(YUMC) | 713,999 | 837,114 | +123,115 | 34,829 | 34,213 | 3.49% | -616 |
| IQIYI INC(IQ) | 4,800,000 | 3,900,000 | -900,000 | 6,480 | 4,056 | 0.41% | -2,424 |
| RLX TECHNOLOGY INC(RLX) | 7,495,862 | 7,360,737 | -135,125 | 16,491 | 13,985 | 1.43% | -2,505 |
| ADVANCED MICRO DEVICES INC(AMD) | 30,000 | 0 | -30,000 | 6,103 | 0 | — | -6,103 |
| MOSAIC CO(MOS) | 300,000 | 0 | -300,000 | 7,650 | 0 | — | -7,650 |
| XPENG INC(XPEV) | 800,000 | 0 | -800,000 | 13,688 | 0 | — | -13,688 |
| NETEASE COM INC(NTES) | 170,000 | 40,000 | -130,000 | 19,030 | 5,126 | 0.52% | -13,904 |
| LUMENTUM HLDGS INC(LITE) | 25,000 | 0 | -25,000 | 17,569 | 0 | — | -17,569 |
| FUTU HLDGS LTD(FUTU) | 150,000 | 0 | -150,000 | 20,514 | 0 | — | -20,514 |
| H WORLD GROUP LTD(HTHT) | 3,882,036 | 4,035,321 | +153,285 | 195,228 | 168,354 | 17.20% | -26,874 |
| NVIDIA CORPORATION(NVDA) | 290,000 | 80,000 | -210,000 | 50,576 | 16,007 | 1.64% | -34,569 |
| PDD HOLDINGS INC(PDD) | 2,161,676 | 2,163,479 | +1,803 | 220,880 | 165,030 | 16.86% | -55,850 |