Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| META PLATFORMS INC(META) | 35,000 | 35,000 | 0 | 12,389 | 16,995 | 15.07% | +4,607 |
| NETEASE INC(NTES) | 0 | 38,000 | +38,000 | 0 | 3,932 | 3.49% | +3,932 |
| BEIGENE LTD(ONC) | 0 | 10,046 | +10,046 | 0 | 1,571 | 1.39% | +1,571 |
| AMERICAN EXPRESS CO(AXP) | 30,000 | 30,000 | 0 | 5,620 | 6,831 | 6.06% | +1,211 |
| ALPHABET INC(GOOG) | 80,000 | 80,000 | 0 | 11,175 | 12,074 | 10.71% | +899 |
| SEA LTD(SE) | 60,000 | 60,000 | 0 | 2,430 | 3,223 | 2.86% | +793 |
| MONTE ROSA THERAPEUTICS INC(GLUE) | 0 | 40,000 | +40,000 | 0 | 282 | 0.25% | +282 |
| ALIBABA GROUP HLDG LTD(BABA) | 111,441 | 122,101 | +10,660 | 8,638 | 8,835 | 7.83% | +197 |
| NEW YORK TIMES CO(NYT) | 30,000 | 30,000 | 0 | 1,470 | 1,297 | 1.15% | -173 |
| WESTERN ALLIANCE BANCORP(WAL) | 26,813 | 0 | -26,813 | 463 | 0 | — | -463 |
| BAIDU INC | 15,000 | 0 | -15,000 | 1,786 | 0 | — | -1,786 |
| BILIBILI INC | 0 | 0 | 0 | 21,333 | 19,176 | 17.00% | -2,156 |
| WEIBO CORP(WB) | 1,494,608 | 1,500,000 | +5,392 | 16,366 | 13,635 | 12.09% | -2,731 |
| VNET GROUP INC | 0 | 0 | 0 | 4,472 | 0 | — | -4,472 |
| IQIYI INC(IQ) | 0 | 0 | 0 | 33,707 | 24,938 | 22.11% | -8,770 |