Fund HoldingsIvyRock Asset Management (HK) Ltd

Total Portfolio Value
$200.67M
Total Bought
$3.24M
Total Sold
$7.74M
Net Transaction
-$4.50M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
PDD HOLDINGS INC(PDD)897,636639,686-257,95088,03193,59246.64%+5,561
TAIWAN SEMICONDUCTOR MFG LTD(TSM)153,300153,300013,32215,9437.94%+2,621
KANZHUN LIMITED(BZ)964,512964,512014,63216,0217.98%+1,389
ZOOMINFO TECHNOLOGIES INC(GTM)446,697468,697+22,0007,3268,6664.32%+1,340
VARONIS SYS INC(VRNS)08,700+8,70003940.20%+394
TAL EDUCATION GROUP(TAL)027,300+27,30003450.17%+345
TUYA INC(TUYA)0140,000+140,00003220.16%+322
CISCO SYS INC(CSCO)04,500+4,50002270.11%+227
ANSYS INC0600+60002180.11%+218
ATRENEW INC(RERE)035,000+35,0000670.03%+67
MICROSOFT CORP(MSFT)1,0901,09003444100.20%+66
BARRICK GOLD CORP11,00011,00001601990.10%+39
VALENS SEMICONDUCTOR LTD65,00065,00001731590.08%-14
FULL TRUCK ALLIANCE CO LTD(YMM)3,143,1003,143,100022,12722,03310.98%-94
RLX TECHNOLOGY INC-ADR(RLX)100,0000-100,0001510-151
SEA LTD(SE)48,85948,85902,1471,9790.99%-169
SCORPIO TANKERS INC(STNG)3,9000-3,9002110-211
ENTEGRIS INC(ENTG)3,3000-3,3003100-310
TESLA INC(TSLA)143,486148,186+4,70035,90335,57917.73%-324
FUTU HLDGS LTD(FUTU)7,2000-7,2004160-416
H WORLD GROUP LTD(HTHT)124,821124,82104,9224,1742.08%-748
HYWIN HLDG LTD200,000184,927-15,0731,4303420.17%-1,088
Page 1 of 1