Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Alibaba Group Holding LimitedADS(BABA) | 1,225,000 | 1,075,000 | -150,000 | $94.95M | $77.79M | 25.59% | -$17.16M |
| PDD Holdings Inc.ADS(PDD) | 0 | 575,000 | +575,000 | $0 | $66.84M | 21.99% | +$66.84M |
| Taiwan Semiconductor Manufacturing Company LimitedADS(TSM) | 275,000 | 325,000 | +50,000 | $28.60M | $44.22M | 14.54% | +$15.62M |
| Full Truck Alliance Co. Ltd.ADS(YMM) | 0 | 3,187,495 | +3,187,495 | $0 | $23.17M | 7.62% | +$23.17M |
| Hello Group Inc.ADS(MOMO) | 3,500,000 | 3,484,229 | -15,771 | $24.32M | $21.64M | 7.12% | -$2.69M |
| Micron Technology, Inc.(MU) | 0 | 175,000 | +175,000 | $0 | $20.63M | 6.79% | +$20.63M |
| Array Technologies, Inc.(ARRY) | 0 | 900,000 | +900,000 | $0 | $13.42M | 4.41% | +$13.42M |
| Booking Holdings Inc.(BKNG) | 0 | 2,500 | +2,500 | $0 | $9.07M | 2.98% | +$9.07M |
| KE Holdings Inc.ADS(BEKE) | 0 | 650,000 | +650,000 | $0 | $8.92M | 2.94% | +$8.92M |
| Jinko Holdings LimitedADR(JKS) | 0 | 300,000 | +300,000 | $0 | $7.56M | 2.49% | +$7.56M |
| Vale S AADS | 0 | 550,000 | +550,000 | $0 | $6.70M | 2.21% | +$6.70M |
| Futu Holdings LimitedCL A(FUTU) | 0 | 74,546 | +74,546 | $0 | $4.04M | 1.33% | +$4.04M |
| Daqo New Energy Corp.ADS(DQ) | 1,495,681 | 0 | -1,495,681 | $39.79M | $0 | — | -$39.79M |
| Frontier Communications Pare | 200,000 | 0 | -200,000 | $5.07M | $0 | — | -$5.07M |
| Kraneshares TrCSI CHI INTERNET | 175,000 | 0 | -175,000 | $4.72M | $0 | — | -$4.72M |
| QUALCOMM Incorporated(QCOM) | 125,000 | 0 | -125,000 | $18.08M | $0 | — | -$18.08M |
| ZTO Express (Cayman) Inc.ADS(ZTO) | 1,350,000 | 0 | -1,350,000 | $28.73M | $0 | — | -$28.73M |