Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 29,560 | +29,560 | 0 | 8,983 | 10.43% | +8,983 |
| CANADIAN SOLAR INC(CSIQ) | 0 | 297,800 | +297,800 | 0 | 7,079 | 8.22% | +7,079 |
| ADVANCED MICRO DEVICES INC(AMD) | 11,200 | 37,200 | +26,000 | 1,812 | 7,967 | 9.25% | +6,155 |
| NVIDIA CORPORATION(NVDA) | 0 | 32,900 | +32,900 | 0 | 6,136 | 7.12% | +6,136 |
| SOLARIS ENERGY INFRAS INC(SEI) | 0 | 85,500 | +85,500 | 0 | 3,930 | 4.56% | +3,930 |
| FUTU HLDGS LTD(FUTU) | 1,800 | 21,400 | +19,600 | 313 | 3,514 | 4.08% | +3,201 |
| BROADCOM INC(AVGO) | 0 | 8,880 | +8,880 | 0 | 3,073 | 3.57% | +3,073 |
| AMKOR TECHNOLOGY INC | 64,800 | 98,200 | +33,400 | 1,840 | 3,877 | 4.50% | +2,037 |
| GDS HLDGS LTD(GDS) | 98,280 | 166,740 | +68,460 | 3,803 | 5,819 | 6.76% | +2,016 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 0 | 13,200 | +13,200 | 0 | 1,899 | 2.21% | +1,899 |
| MICRON TECHNOLOGY INC(MU) | 0 | 5,600 | +5,600 | 0 | 1,598 | 1.86% | +1,598 |
| IQIYI INC(IQ) | 141,400 | 802,400 | +661,000 | 362 | 1,541 | 1.79% | +1,179 |
| BAIDU INC | 87,750 | 97,150 | +9,400 | 11,563 | 12,694 | 14.74% | +1,131 |
| INTEL CORP(INTC) | 113,400 | 99,300 | -14,100 | 3,805 | 3,664 | 4.25% | -140 |
| VNET GROUP INC(VNET) | 377,280 | 441,571 | +64,291 | 3,897 | 3,736 | 4.34% | -162 |
| ATOUR LIFESTYLE HLDGS LTD(ATAT) | 161,158 | 143,000 | -18,158 | 6,058 | 5,634 | 6.54% | -424 |
| H WORLD GROUP LTD(HTHT) | 29,600 | 0 | -29,600 | 1,158 | 0 | — | -1,158 |
| JABIL INC(JBL) | 8,100 | 0 | -8,100 | 1,759 | 0 | — | -1,759 |
| CELESTICA INC(CLS) | 7,600 | 0 | -7,600 | 1,872 | 0 | — | -1,872 |
| LUMENTUM HLDGS INC(LITE) | 12,000 | 0 | -12,000 | 1,953 | 0 | — | -1,953 |
| UNIVERSAL DISPLAY CORP(OLED) | 38,400 | 16,281 | -22,119 | 5,515 | 1,901 | 2.21% | -3,614 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 278,700 | 0 | -278,700 | 3,615 | 0 | — | -3,615 |
| ALIBABA GROUP HLDG LTD(BABA) | 22,626 | 0 | -22,626 | 4,044 | 0 | — | -4,044 |
| APPLIED OPTOELECTRONICS INC(AAOI) | 194,500 | 0 | -194,500 | 5,043 | 0 | — | -5,043 |
| HERTZ GLOBAL HLDGS INC | 878,900 | 0 | -878,900 | 5,977 | 0 | — | -5,977 |
| ONTO INNOVATION INC(ONTO) | 60,300 | 0 | -60,300 | 7,792 | 0 | — | -7,792 |
| PDD HOLDINGS INC(PDD) | 180,508 | 27,143 | -153,365 | 23,858 | 3,078 | 3.57% | -20,780 |