Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PDD HOLDINGS INC(PDD) | 36,900 | 180,508 | +143,608 | 3,862 | 23,858 | 24.84% | +19,996 |
| BAIDU INC | 0 | 87,750 | +87,750 | 0 | 11,563 | 12.04% | +11,563 |
| ONTO INNOVATION INC(ONTO) | 0 | 60,300 | +60,300 | 0 | 7,792 | 8.11% | +7,792 |
| HERTZ GLOBAL HLDGS INC(HTZ) | 0 | 878,900 | +878,900 | 0 | 5,977 | 6.22% | +5,977 |
| UNIVERSAL DISPLAY CORP(OLED) | 0 | 38,400 | +38,400 | 0 | 5,515 | 5.74% | +5,515 |
| APPLIED OPTOELECTRONICS INC(AAOI) | 0 | 194,500 | +194,500 | 0 | 5,043 | 5.25% | +5,043 |
| VNET GROUP INC(VNET) | 0 | 377,280 | +377,280 | 0 | 3,897 | 4.06% | +3,897 |
| INTEL CORP(INTC) | 0 | 113,400 | +113,400 | 0 | 3,805 | 3.96% | +3,805 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 0 | 278,700 | +278,700 | 0 | 3,615 | 3.76% | +3,615 |
| GDS HLDGS LTD(GDS) | 11,000 | 98,280 | +87,280 | 336 | 3,803 | 3.96% | +3,467 |
| LUMENTUM HLDGS INC(LITE) | 0 | 12,000 | +12,000 | 0 | 1,953 | 2.03% | +1,953 |
| CELESTICA INC(CLS) | 0 | 7,600 | +7,600 | 0 | 1,872 | 1.95% | +1,872 |
| AMKOR TECHNOLOGY INC | 0 | 64,800 | +64,800 | 0 | 1,840 | 1.92% | +1,840 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 11,200 | +11,200 | 0 | 1,812 | 1.89% | +1,812 |
| JABIL INC(JBL) | 0 | 8,100 | +8,100 | 0 | 1,759 | 1.83% | +1,759 |
| ATOUR LIFESTYLE HLDGS LTD(ATAT) | 142,394 | 161,158 | +18,764 | 4,629 | 6,058 | 6.31% | +1,429 |
| H WORLD GROUP LTD(HTHT) | 0 | 29,600 | +29,600 | 0 | 1,158 | 1.21% | +1,158 |
| IQIYI INC(IQ) | 0 | 141,400 | +141,400 | 0 | 362 | 0.38% | +362 |
| FUTU HLDGS LTD(FUTU) | 0 | 1,800 | +1,800 | 0 | 313 | 0.33% | +313 |
| ALIBABA GROUP HLDG LTD(BABA) | 52,400 | 22,626 | -29,774 | 5,943 | 4,044 | 4.21% | -1,899 |
| JD.COM INC(JD) | 70,437 | 0 | -70,437 | 2,299 | 0 | — | -2,299 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 22,495 | 0 | -22,495 | 5,095 | 0 | — | -5,095 |