Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| COHERENT CORP(COHR) | 0 | 50,000 | +50,000 | 0 | 4,461 | 35.18% | +4,461 |
| COINBASE GLOBAL INC(COIN) | 0 | 10,000 | +10,000 | 0 | 3,505 | 27.64% | +3,505 |
| TTM TECHNOLOGIES INC(TTMI) | 0 | 68,972 | +68,972 | 0 | 2,815 | 22.20% | +2,815 |
| VNET GROUP INC(VNET) | 200,000 | 270,900 | +70,900 | 1,640 | 1,869 | 14.74% | +229 |
| LAKESHORE BIOPHARMA CO LTD | 750,000 | 750,000 | 0 | 31 | 30 | 0.24% | -1 |
| TERADYNE INC(TER) | 2,500 | 0 | -2,500 | 207 | 0 | — | -206 |
| INTEL CORP(INTC) | 10,000 | 0 | -10,000 | 227 | 0 | — | -227 |
| SANDISK CORP(SNDK) | 5,018 | 0 | -5,018 | 239 | 0 | — | -239 |
| TWILIO INC(TWLO) | 2,500 | 0 | -2,500 | 245 | 0 | — | -245 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 2,500 | 0 | -2,500 | 374 | 0 | — | -374 |
| ROBINHOOD MKTS INC(HOOD) | 10,065 | 0 | -10,065 | 419 | 0 | — | -419 |
| MICRON TECHNOLOGY INC(MU) | 5,000 | 0 | -5,000 | 434 | 0 | — | -434 |
| CONSTELLATION ENERGY CORP(CEG) | 2,500 | 0 | -2,500 | 504 | 0 | — | -504 |
| NVIDIA CORPORATION(NVDA) | 5,000 | 0 | -5,000 | 542 | 0 | — | -542 |
| MONDAY COM LTD SHS | 3,000 | 0 | -3,000 | 729 | 0 | — | -729 |
| SNOWFLAKE INC(SNOW) | 5,000 | 0 | -5,000 | 731 | 0 | — | -731 |
| AMBARELLA INC(AMBA) | 20,000 | 0 | -20,000 | 1,007 | 0 | — | -1,007 |
| AFFIRM HLDGS INC(AFRM) | 25,000 | 0 | -25,000 | 1,130 | 0 | — | -1,130 |
| RUBRIK INC.(RBRK) | 20,000 | 0 | -20,000 | 1,220 | 0 | — | -1,220 |
| FORMFACTOR INC(FORM) | 50,000 | 0 | -50,000 | 1,415 | 0 | — | -1,414 |
| VERTIV HOLDINGS CO(VRT) | 20,000 | 0 | -20,000 | 1,444 | 0 | — | -1,444 |
| GE VERNOVA INC(GEV) | 5,550 | 0 | -5,550 | 1,694 | 0 | — | -1,694 |
| CONFLUENT INC | 75,000 | 0 | -75,000 | 1,758 | 0 | — | -1,758 |
| QORVO INC(QRVO) | 30,000 | 0 | -30,000 | 2,172 | 0 | — | -2,172 |
| ECARX HOLDINGS INC(ECX) | 1,787,105 | 0 | -1,787,105 | 2,252 | 0 | — | -2,252 |
| VISTRA CORP(VST) | 20,000 | 0 | -20,000 | 2,349 | 0 | — | -2,349 |
| LAM RESEARCH CORP(LRCX) | 50,000 | 0 | -50,000 | 3,635 | 0 | — | -3,635 |