Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LAM RESEARCH CORP(LRCX) | 0 | 50,000 | +50,000 | 0 | 3,635 | 13.77% | +3,635 |
| VISTRA CORP(VST) | 0 | 20,000 | +20,000 | 0 | 2,349 | 8.90% | +2,349 |
| ECARX HOLDINGS INC(ECX) | 0 | 1,787,105 | +1,787,105 | 0 | 2,252 | 8.53% | +2,252 |
| QORVO INC(QRVO) | 0 | 30,000 | +30,000 | 0 | 2,172 | 8.23% | +2,172 |
| GE VERNOVA INC(GEV) | 0 | 5,550 | +5,550 | 0 | 1,694 | 6.42% | +1,694 |
| VNET GROUP INC(VNET) | 0 | 200,000 | +200,000 | 0 | 1,640 | 6.21% | +1,640 |
| VERTIV HOLDINGS CO(VRT) | 0 | 20,000 | +20,000 | 0 | 1,444 | 5.47% | +1,444 |
| FORMFACTOR INC(FORM) | 0 | 50,000 | +50,000 | 0 | 1,415 | 5.36% | +1,415 |
| RUBRIK INC.(RBRK) | 0 | 20,000 | +20,000 | 0 | 1,220 | 4.62% | +1,220 |
| AFFIRM HLDGS INC(AFRM) | 0 | 25,000 | +25,000 | 0 | 1,130 | 4.28% | +1,130 |
| AMBARELLA INC(AMBA) | 0 | 20,000 | +20,000 | 0 | 1,007 | 3.81% | +1,007 |
| SNOWFLAKE INC(SNOW) | 0 | 5,000 | +5,000 | 0 | 731 | 2.77% | +731 |
| MONDAY COM LTD SHS | 0 | 3,000 | +3,000 | 0 | 729 | 2.76% | +729 |
| NVIDIA CORPORATION(NVDA) | 0 | 5,000 | +5,000 | 0 | 542 | 2.05% | +542 |
| CONSTELLATION ENERGY CORP(CEG) | 0 | 2,500 | +2,500 | 0 | 504 | 1.91% | +504 |
| TWILIO INC(TWLO) | 0 | 2,500 | +2,500 | 0 | 245 | 0.93% | +245 |
| SANDISK CORP(SNDK) | 0 | 5,018 | +5,018 | 0 | 239 | 0.91% | +239 |
| INTEL CORP(INTC) | 0 | 10,000 | +10,000 | 0 | 227 | 0.86% | +227 |
| TERADYNE INC(TER) | 0 | 2,500 | +2,500 | 0 | 207 | 0.78% | +207 |
| MICRON TECHNOLOGY INC(MU) | 3,292 | 5,000 | +1,708 | 277 | 434 | 1.65% | +157 |
| LAKESHORE BIOPHARMA CO LTD | 750,000 | 750,000 | 0 | 60 | 31 | 0.12% | -29 |
| BITDEER TECHNOLOGIES GROUP(BTDR) | 10,000 | 0 | -10,000 | 217 | 0 | — | -217 |
| WESTERN DIGITAL CORP(WDC) | 6,110 | 0 | -6,110 | 364 | 0 | — | -364 |
| ELASTIC N V ORD SHS | 4,265 | 0 | -4,265 | 423 | 0 | — | -423 |
| HUBSPOT INC(HUBS) | 1,500 | 0 | -1,500 | 1,045 | 0 | — | -1,045 |
| SAMSARA INC(IOT) | 25,000 | 0 | -25,000 | 1,092 | 0 | — | -1,092 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 10,000 | 2,500 | -7,500 | 1,606 | 374 | 1.42% | -1,232 |
| ROBINHOOD MKTS INC(HOOD) | 50,000 | 10,065 | -39,935 | 1,863 | 419 | 1.59% | -1,444 |
| APPLOVIN CORP(APP) | 5,000 | 0 | -5,000 | 1,619 | 0 | — | -1,619 |
| SALESFORCE INC(CRM) | 6,000 | 0 | -6,000 | 2,006 | 0 | — | -2,006 |
| CONFLUENT INC | 135,000 | 75,000 | -60,000 | 3,775 | 1,758 | 6.66% | -2,017 |
| LUMENTUM HLDGS INC(LITE) | 25,000 | 0 | -25,000 | 2,099 | 0 | — | -2,099 |
| SERVICENOW INC(NOW) | 2,000 | 0 | -2,000 | 2,120 | 0 | — | -2,120 |
| ARISTA NETWORKS INC(ANET) | 25,000 | 0 | -25,000 | 2,763 | 0 | — | -2,763 |
| DATADOG INC(DDOG) | 25,000 | 0 | -25,000 | 3,572 | 0 | — | -3,572 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 75,000 | 0 | -75,000 | 5,041 | 0 | — | -5,041 |
| IQIYI INC(IQ) | 0 | 0 | 0 | 25,767 | 0 | — | -25,767 |