Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LUMENTUM HLDGS INC(LITE) | 0 | 36,321 | +36,321 | 0 | 25,525 | 18.58% | +25,525 |
| SANDISK CORP(SNDK) | 0 | 21,140 | +21,140 | 0 | 13,431 | 9.77% | +13,431 |
| MICRON TECHNOLOGY INC(MU) | 5,600 | 37,384 | +31,784 | 1,598 | 12,630 | 9.19% | +11,032 |
| DIGITALOCEAN HLDGS INC(DOCN) | 0 | 81,500 | +81,500 | 0 | 6,991 | 5.09% | +6,991 |
| ATOUR LIFESTYLE HLDGS LTD(ATAT) | 143,000 | 295,684 | +152,684 | 5,634 | 10,884 | 7.92% | +5,250 |
| STAAR SURGICAL CO(STAA) | 0 | 268,084 | +268,084 | 0 | 5,013 | 3.65% | +5,013 |
| TRIP COM GROUP LTD(TCOM) | 0 | 94,790 | +94,790 | 0 | 4,720 | 3.43% | +4,720 |
| TERADYNE INC(TER) | 0 | 15,500 | +15,500 | 0 | 4,595 | 3.34% | +4,595 |
| RAMBUS INC DEL(RMBS) | 0 | 49,578 | +49,578 | 0 | 4,265 | 3.10% | +4,265 |
| ADVANCED MICRO DEVICES INC(AMD) | 37,200 | 55,900 | +18,700 | 7,967 | 11,372 | 8.28% | +3,405 |
| META PLATFORMS INC(META) | 0 | 4,020 | +4,020 | 0 | 2,300 | 1.67% | +2,300 |
| SYNOPSYS INC(SNPS) | 0 | 5,728 | +5,728 | 0 | 2,271 | 1.65% | +2,271 |
| VNET GROUP INC(VNET) | 441,571 | 614,400 | +172,829 | 3,736 | 5,155 | 3.75% | +1,419 |
| FUTU HLDGS LTD(FUTU) | 21,400 | 33,767 | +12,367 | 3,514 | 4,618 | 3.36% | +1,104 |
| NVIDIA CORPORATION(NVDA) | 32,900 | 39,725 | +6,825 | 6,136 | 6,928 | 5.04% | +792 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 5,700 | +5,700 | 0 | 715 | 0.52% | +715 |
| GDS HLDGS LTD(GDS) | 166,740 | 106,200 | -60,540 | 5,819 | 4,279 | 3.11% | -1,540 |
| IQIYI INC(IQ) | 802,400 | 0 | -802,400 | 1,541 | 0 | — | -1,541 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 13,200 | 0 | -13,200 | 1,899 | 0 | — | -1,899 |
| UNIVERSAL DISPLAY CORP(OLED) | 16,281 | 0 | -16,281 | 1,901 | 0 | — | -1,901 |
| BROADCOM INC(AVGO) | 8,880 | 0 | -8,880 | 3,073 | 0 | — | -3,073 |
| PDD HOLDINGS INC(PDD) | 27,143 | 0 | -27,143 | 3,078 | 0 | — | -3,078 |
| INTEL CORP(INTC) | 99,300 | 0 | -99,300 | 3,664 | 0 | — | -3,664 |
| AMKOR TECHNOLOGY INC | 98,200 | 0 | -98,200 | 3,877 | 0 | — | -3,877 |
| SOLARIS ENERGY INFRAS INC(SEI) | 85,500 | 0 | -85,500 | 3,930 | 0 | — | -3,930 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 29,560 | 13,405 | -16,155 | 8,983 | 4,530 | 3.30% | -4,453 |
| BAIDU INC | 97,150 | 64,558 | -32,592 | 12,694 | 7,193 | 5.23% | -5,501 |
| CANADIAN SOLAR INC(CSIQ) | 297,800 | 0 | -297,800 | 7,079 | 0 | — | -7,079 |