Fund HoldingsCaitong International Asset Management Co., Ltd

Total Portfolio Value
$408.15M
Total Bought
$347.72M
Total Sold
$75.73M
Net Transaction
+$271.99M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ONDAS HLDGS INC(ONDS)03,466,373+3,466,373033,8328.29%+33,832
MICRON TECHNOLOGY INC(MU)081,131+81,131023,1565.67%+23,156
TESLA INC(TSLA)31,56979,497+47,92814,03935,7518.76%+21,712
ROCKET LAB CORP(RKLB)0307,873+307,873021,4775.26%+21,477
COINBASE GLOBAL INC(COIN)054,243+54,243012,2673.01%+12,267
IREN LIMITED
ORDINARY SHARES
0251,035+251,03509,4822.32%+9,482
CORCEPT THERAPEUTICS INC(CORT)0251,632+251,63208,7572.15%+8,757
BITMINE IMMERSION TECNOLOGIE(BMNP)0310,651+310,65108,4342.07%+8,434
PALANTIR TECHNOLOGIES INC(PLTR)049,984+49,98408,8852.18%+8,885
ALPHABET INC(GOOG)4,89419,248+14,3541,1906,0251.48%+4,835
CANOPY GROWTH CORP558,0494,595,330+4,037,2818155,2391.28%+4,424
APPLIED DIGITAL CORP0176,515+176,51504,3281.06%+4,328
APPLOVIN CORP(APP)06,165+6,16504,1541.02%+4,154
STRATEGY INC(MSTR)024,516+24,51603,7250.91%+3,725
BLOOM ENERGY CORP042,185+42,18503,6650.90%+3,665
ALPHABET INC(GOOG)012,851+12,85104,0330.99%+4,033
AST SPACEMOBILE INC(ASTS)047,343+47,34303,4390.84%+3,439
HYCROFT MINING HOLDING CORP(HYMC)0139,988+139,98803,3280.82%+3,328
NUSCALE PWR CORP(SMR)0223,663+223,66303,1690.78%+3,169
LUMENTUM HLDGS INC(LITE)08,418+8,41803,1030.76%+3,103
LAM RESEARCH CORP(LRCX)017,925+17,92503,0680.75%+3,068
NIKE INC(NKE)052,968+52,96803,3750.83%+3,375
AXT INC(AXTI)0179,725+179,72502,9390.72%+2,939
ROBINHOOD MKTS INC(HOOD)025,983+25,98302,9390.72%+2,939
ULTRAGENYX PHARMACEUTICAL IN(RARE)0122,854+122,85402,8260.69%+2,826
MICROSOFT CORP(MSFT)08,672+8,67204,1941.03%+4,194
INTUITIVE MACHINES INC(LUNR)0160,938+160,93802,6120.64%+2,612
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,5899,491+7,9024442,8840.71%+2,440
NEWMONT CORP(NEM)020,819+20,81902,0790.51%+2,079
CITIGROUP INC(C)017,352+17,35202,0250.50%+2,025
T1 ENERGY INC(TE)0300,503+300,50302,0070.49%+2,007
REDWIRE CORPORATION(RDW)0269,873+269,87302,0510.50%+2,051
SANDISK CORP(SNDK)4,4009,954+5,5544942,3630.58%+1,869
JPMORGAN CHASE & CO.(JPM)05,038+5,03801,6230.40%+1,623
TEMPUS AI INC(TEM)027,093+27,09301,6000.39%+1,600
GOLDMAN SACHS GROUP INC(GS)01,642+1,64201,4430.35%+1,443
FREEPORT-MCMORAN INC(FCX)027,706+27,70601,4070.34%+1,407
COMPANIA DE MINAS BUENAVENTU(BVN)050,338+50,33801,4010.34%+1,401
APPLIED OPTOELECTRONICS INC(AAOI)039,452+39,45201,3750.34%+1,375
COUPANG INC(CPNG)052,792+52,79201,2450.31%+1,245
PAN AMERN SILVER CORP(PAAS)023,674+23,67401,2270.30%+1,227
PLANET LABS PBC(PL)061,860+61,86001,2200.30%+1,220
RIVIAN AUTOMOTIVE INC(RIVN)062,168+62,16801,2250.30%+1,225
HECLA MNG CO(HL)059,896+59,89601,1490.28%+1,149
INTUIT(INTU)01,705+1,70501,1290.28%+1,129
HUT 8 CORP(HUT)022,570+22,57001,0370.25%+1,037
ARM HOLDINGS PLC09,089+9,08909940.24%+994
SUPER MICRO COMPUTER INC(SMCI)033,395+33,39509770.24%+977
FIRST MAJESTIC SILVER CORP(AG)058,476+58,47609740.24%+974
AGNICO EAGLE MINES LTD(AEM)05,619+5,61909530.23%+953
CARNIVAL CORP030,080+30,08009190.23%+919
TJX COS INC NEW(TJX)06,305+6,30509690.24%+969
GALAXY DIGITAL INC.(GLXY)041,340+41,34009240.23%+924
HILTON WORLDWIDE HLDGS INC(HLT)02,877+2,87708260.20%+826
AMERICAN BITCOIN CORP.0479,672+479,67208150.20%+815
WARBY PARKER INC(WRBY)035,226+35,22607680.19%+768
TERAWULF INC(WULF)15,64681,632+65,9861799380.23%+759
VISA INC(V)02,103+2,10307380.18%+738
CIPHER MINING INC(CIFR)61,837101,179+39,3427791,4930.37%+715
NEBIUS GROUP N.V.(NBIS)19,02233,976+14,9542,1362,8440.70%+708
EATON CORP PLC(ETN)02,185+2,18506960.17%+696
MARVELL TECHNOLOGY INC(MRVL)07,939+7,93906750.17%+675
D R HORTON INC(DHI)04,677+4,67706740.17%+674
INFOSYS LTD(INFY)039,859+39,85907100.17%+710
FTAI AVIATION LTD(FTAI)03,479+3,47906850.17%+685
ABIVAX SA(ABVX)04,951+4,95106680.16%+668
CORE SCIENTIFIC INC NEW(CORZ)046,987+46,98706840.17%+684
VERTIV HOLDINGS CO(VRT)03,982+3,98206450.16%+645
BARRICK MNG CORP(B)27,50034,292+6,7929011,4930.37%+592
NEWMARKET CORP(NEU)0863+86305930.15%+593
WHEATON PRECIOUS METALS CORP(WPM)04,844+4,84405690.14%+569
RIO TINTO PLC(RIO)2,7119,335+6,6241797470.18%+568
GOLD FIELDS LTD(GFI)012,697+12,69705540.14%+554
METLIFE INC(MET)07,000+7,00005530.14%+553
D-WAVE QUANTUM INC(QBTS)96,248111,923+15,6752,3782,9270.72%+548
PULTE GROUP INC(PHM)04,479+4,47905250.13%+525
SATELLOGIC INC0277,450+277,45005190.13%+519
COHERENT CORP(COHR)02,791+2,79105150.13%+515
ALAMOS GOLD INC NEW013,269+13,26905120.13%+512
KLA CORP(KLAC)0422+42205130.13%+513
CLEANSPARK INC(CLSK)049,815+49,81505040.12%+504
FLUENCE ENERGY INC(FLNC)025,384+25,38405020.12%+502
REZOLUTE INC0209,179+209,17904940.12%+494
MP MATERIALS CORP(MP)09,664+9,66404880.12%+488
TRUIST FINL CORP(TFC)09,266+9,26604560.11%+456
SERVE ROBOTICS INC052,874+52,87405490.13%+549
ADVANCED MICRO DEVICES INC(AMD)02,088+2,08804470.11%+447
CARNIVAL PLC
ADS
014,725+14,72504470.11%+447
SHOPIFY INC(SHOP)02,757+2,75704440.11%+444
ICICI BANK LIMITED(IBN)014,703+14,70304380.11%+438
CISCO SYS INC(CSCO)08,864+8,86406830.17%+683
WASTE CONNECTIONS INC(WCN)02,867+2,86705030.12%+503
UNIFIRST CORP MASS(UNF)02,232+2,23204310.11%+431
US BANCORP DEL(USB)07,692+7,69204100.10%+410
BEST BUY INC(BBY)06,035+6,03504040.10%+404
RED CAT HLDGS INC(RCAT)054,152+54,15204290.11%+429
BLUE OWL TECHNOLOGY FIN CORP026,760+26,76003890.10%+389
MERCK & CO INC(MRK)03,692+3,69203890.10%+389
ALIGHT INC(ALIT)0199,106+199,10603880.10%+388
GENERAL MTRS CO(GM)04,720+4,72003840.09%+384
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