Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MICRON TECHNOLOGY INC(MU) | 0 | 300,000 | +300,000 | 0 | 39,459 | 10.58% | +39,459 |
| JD.COM INC(JD) | 0 | 1,162,000 | +1,162,000 | 0 | 30,026 | 8.05% | +30,026 |
| KANZHUN LIMITED(BZ) | 36,014 | 500,000 | +463,986 | 631 | 9,405 | 2.52% | +8,774 |
| GAOTU TECHEDU INC | 1,980,951 | 2,100,000 | +119,049 | 12,975 | 10,290 | 2.76% | -2,685 |
| WOLFSPEED INC(WOLF) | 200,000 | 134,343 | -65,657 | 5,900 | 3,058 | 0.82% | -2,842 |
| TAL EDUCATION GROUP(TAL) | 5,000,000 | 5,000,000 | 0 | 56,750 | 53,350 | 14.31% | -3,400 |
| TENCENT MUSIC ENTMT GROUP(TME) | 500,000 | 0 | -500,000 | 5,595 | 0 | — | -5,595 |
| IQIYI INC(IQ) | 15,000,000 | 15,581,595 | +581,595 | 63,450 | 57,184 | 15.34% | -6,266 |
| LI AUTO INC(LI) | 250,000 | 0 | -250,000 | 7,570 | 0 | — | -7,570 |
| GIGACLOUD TECHNOLOGY INC(GCT) | 299,016 | 0 | -299,016 | 7,990 | 0 | — | -7,990 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 100,000 | 0 | -100,000 | 8,682 | 0 | — | -8,682 |
| TRIP COM GROUP LTD(TCOM) | 250,000 | 0 | -250,000 | 10,973 | 0 | — | -10,972 |
| PETROLEO BRASILEIRO SA PETRO(PBR) | 800,000 | 0 | -800,000 | 12,168 | 0 | — | -12,168 |
| FUTU HLDGS LTD(FUTU) | 500,000 | 0 | -500,000 | 27,075 | 0 | — | -27,075 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 850,000 | 500,000 | -350,000 | 115,643 | 86,905 | 23.31% | -28,737 |
| PDD HOLDINGS INC(PDD) | 300,000 | 0 | -300,000 | 34,875 | 0 | — | -34,875 |
| KE HLDGS INC(BEKE) | 8,770,468 | 5,880,718 | -2,889,750 | 120,419 | 83,212 | 22.32% | -37,206 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 5,683,727 | 0 | -5,683,727 | 41,321 | 0 | — | -41,321 |