Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| UBER TECHNOLOGIES INC(UBER) | 0 | 250,000 | +250,000 | 0 | 18,215 | 13.33% | +18,215 |
| BEIGENE LTD(ONC) | 0 | 37,000 | +37,000 | 0 | 10,070 | 7.37% | +10,070 |
| AMERICAN EXPRESS CO(AXP) | 25,000 | 65,000 | +40,000 | 7,420 | 17,488 | 12.80% | +10,069 |
| AUTOHOME INC(ATHM) | 0 | 323,083 | +323,083 | 0 | 8,956 | 6.56% | +8,956 |
| ROBLOX CORP(RBLX) | 0 | 75,000 | +75,000 | 0 | 4,372 | 3.20% | +4,372 |
| NEWS CORP NEW(NWS) | 0 | 88,393 | +88,393 | 0 | 2,406 | 1.76% | +2,406 |
| SPRINGWORKS THERAPEUTICS INC | 0 | 50,000 | +50,000 | 0 | 2,207 | 1.62% | +2,207 |
| NIO INC(NIO) | 0 | 0 | 0 | 3,453 | 5,564 | 4.07% | +2,112 |
| ZTO EXPRESS CAYMAN INC(ZTO) | 0 | 100,000 | +100,000 | 0 | 1,984 | 1.45% | +1,984 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 0 | 38,000 | +38,000 | 0 | 1,817 | 1.33% | +1,817 |
| MELCO RESORTS AND ENTMNT LTD(MLCO) | 0 | 136,194 | +136,194 | 0 | 718 | 0.53% | +718 |
| BILIBILI INC | 0 | 36,500 | +36,500 | 0 | 698 | 0.51% | +698 |
| OMEGA THERAPEUTICS INC | 85,000 | 0 | -85,000 | 63 | 0 | — | -63 |
| SEA LTD(SE) | 50,000 | 40,000 | -10,000 | 5,305 | 5,220 | 3.82% | -85 |
| KURA ONCOLOGY INC(KURA) | 10,000 | 0 | -10,000 | 87 | 0 | — | -87 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 10,000 | 0 | -10,000 | 132 | 0 | — | -132 |
| CULLINAN THERAPEUTICS INC(CGEM) | 15,000 | 0 | -15,000 | 183 | 0 | — | -183 |
| NEW YORK TIMES CO(NYT) | 90,000 | 90,000 | 0 | 4,685 | 4,464 | 3.27% | -220 |
| MONTE ROSA THERAPEUTICS INC(GLUE) | 40,000 | 0 | -40,000 | 278 | 0 | — | -278 |
| META PLATFORMS INC(META) | 33,000 | 33,000 | 0 | 19,322 | 19,020 | 13.92% | -302 |
| NETEASE INC(NTES) | 40,000 | 30,000 | -10,000 | 3,568 | 3,088 | 2.26% | -481 |
| WEIBO CORP(WB) | 318,555 | 0 | -318,555 | 3,042 | 0 | — | -3,042 |
| BEIGENE LTD(ONC) | 18,400 | 0 | -18,400 | 3,399 | 0 | — | -3,399 |
| ALPHABET INC(GOOG) | 110,000 | 110,000 | 0 | 20,823 | 17,010 | 12.45% | -3,813 |
| ZILLOW GROUP INC(Z) | 59,395 | 0 | -59,395 | 4,208 | 0 | — | -4,208 |
| CARNIVAL CORP | 175,000 | 0 | -175,000 | 4,361 | 0 | — | -4,361 |
| BAIDU INC | 60,000 | 0 | -60,000 | 5,059 | 0 | — | -5,059 |
| INCYTE CORP(INCY) | 330,000 | 220,000 | -110,000 | 22,793 | 13,321 | 9.75% | -9,472 |
| ALIBABA GROUP HLDG LTD(BABA) | 120,000 | 0 | -120,000 | 10,175 | 0 | — | -10,175 |
| NIO INC(NIO) | 0 | 0 | 0 | 14,813 | 0 | — | -14,812 |