Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| JOYY INC(JOYY) | 0 | 1,000,000 | +1,000,000 | 0 | 41,980 | 39.01% | +41,980 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 150,000 | 275,000 | +125,000 | 29,624 | 45,650 | 42.42% | +16,027 |
| ERMENEGILDO ZEGNA N V ORD SHS | 859,583 | 1,375,716 | +516,133 | 7,100 | 10,180 | 9.46% | +3,080 |
| WEIBO CORP(WB) | 0 | 2,675 | +2,675 | 0 | 25 | 0.02% | +25 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 10,000 | 0 | -10,000 | 642 | 0 | — | -642 |
| HELLO GROUP INC(MOMO) | 2,500,000 | 1,551,200 | -948,800 | 19,275 | 9,788 | 9.09% | -9,487 |
| KE HLDGS INC(BEKE) | 550,000 | 0 | -550,000 | 10,131 | 0 | — | -10,131 |
| ALIBABA GROUP HLDG LTD(BABA) | 125,000 | 0 | -125,000 | 10,599 | 0 | — | -10,599 |
| CIENA CORP(CIEN) | 150,000 | 0 | -150,000 | 12,722 | 0 | — | -12,721 |
| MICRON TECHNOLOGY INC(MU) | 325,000 | 0 | -325,000 | 27,352 | 0 | — | -27,352 |
| PDD HOLDINGS INC(PDD) | 400,000 | 0 | -400,000 | 38,796 | 0 | — | -38,796 |