Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PDD HOLDINGS INC(PDD) | 0 | 327,700 | +327,700 | 0 | 24,997 | 13.33% | +24,997 |
| JD.COM INC(JD) | 0 | 509,900 | +509,900 | 0 | 12,992 | 6.93% | +12,992 |
| ALIBABA GROUP HLDG LTD(BABA) | 5,700 | 132,236 | +126,536 | 715 | 12,692 | 6.77% | +11,977 |
| QUALCOMM INC(QCOM) | 0 | 57,990 | +57,990 | 0 | 10,716 | 5.72% | +10,716 |
| BAIDU INC | 64,558 | 156,308 | +91,750 | 7,193 | 17,864 | 9.53% | +10,671 |
| STAAR SURGICAL CO(STAA) | 268,084 | 542,420 | +274,336 | 5,013 | 15,562 | 8.30% | +10,549 |
| NEBIUS GROUP N.V.(NBIS) | 0 | 33,362 | +33,362 | 0 | 9,214 | 4.91% | +9,214 |
| COREWEAVE INC(CRWV) | 0 | 69,661 | +69,661 | 0 | 6,934 | 3.70% | +6,934 |
| CEREBRAS SYSTEMS INC | 0 | 26,900 | +26,900 | 0 | 5,945 | 3.17% | +5,945 |
| NOKIA CORP(NOK) | 0 | 413,500 | +413,500 | 0 | 5,491 | 2.93% | +5,491 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 13,405 | 17,800 | +4,395 | 4,530 | 8,501 | 4.53% | +3,971 |
| SANDISK CORP(SNDK) | 21,140 | 7,400 | -13,740 | 13,431 | 16,826 | 8.97% | +3,395 |
| VNET GROUP INC(VNET) | 614,400 | 1,026,500 | +412,100 | 5,155 | 8,253 | 4.40% | +3,098 |
| CIRCLE INTERNET GROUP INC(CRCL) | 0 | 7,400 | +7,400 | 0 | 463 | 0.25% | +463 |
| NVIDIA CORPORATION(NVDA) | 39,725 | 34,200 | -5,525 | 6,928 | 6,843 | 3.65% | -85 |
| TRIP COM GROUP LTD(TCOM) | 94,790 | 101,800 | +7,010 | 4,720 | 4,056 | 2.16% | -664 |
| ATOUR LIFESTYLE HLDGS LTD(ATAT) | 295,684 | 301,984 | +6,300 | 10,884 | 9,603 | 5.12% | -1,281 |
| SYNOPSYS INC(SNPS) | 5,728 | 0 | -5,728 | 2,271 | 0 | — | -2,271 |
| META PLATFORMS INC(META) | 4,020 | 0 | -4,020 | 2,300 | 0 | — | -2,300 |
| RAMBUS INC DEL(RMBS) | 49,578 | 0 | -49,578 | 4,265 | 0 | — | -4,265 |
| GDS HLDGS LTD(GDS) | 106,200 | 0 | -106,200 | 4,279 | 0 | — | -4,279 |
| TERADYNE INC(TER) | 15,500 | 0 | -15,500 | 4,595 | 0 | — | -4,595 |
| FUTU HLDGS LTD(FUTU) | 33,767 | 0 | -33,767 | 4,618 | 0 | — | -4,618 |
| MICRON TECHNOLOGY INC(MU) | 37,384 | 5,300 | -32,084 | 12,630 | 6,118 | 3.26% | -6,512 |
| ADVANCED MICRO DEVICES INC(AMD) | 55,900 | 7,600 | -48,300 | 11,372 | 4,415 | 2.35% | -6,957 |
| DIGITALOCEAN HLDGS INC(DOCN) | 81,500 | 0 | -81,500 | 6,991 | 0 | — | -6,991 |
| LUMENTUM HLDGS INC(LITE) | 36,321 | 0 | -36,321 | 25,525 | 0 | — | -25,525 |