Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALIBABA GROUP HLDG LTD(BABA) | 138,800 | 523,270 | +384,470 | 20,345 | 65,649 | 31.89% | +45,304 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 7,444,800 | 11,050,000 | +3,605,200 | 79,883 | 91,715 | 44.55% | +11,832 |
| META PLATFORMS INC(META) | 0 | 6,420 | +6,420 | 0 | 3,673 | 1.78% | +3,673 |
| MICRON TECHNOLOGY INC(MU) | 0 | 7,700 | +7,700 | 0 | 2,601 | 1.26% | +2,601 |
| LUFAX HOLDING LTD(LU) | 8,106,500 | 12,404,000 | +4,297,500 | 20,753 | 23,195 | 11.27% | +2,443 |
| HELLO GROUP INC(MOMO) | 0 | 233,234 | +233,234 | 0 | 1,343 | 0.65% | +1,343 |
| LUMENTUM HLDGS INC(LITE) | 0 | 950 | +950 | 0 | 668 | 0.32% | +668 |
| WEIBO CORP(WB) | 386,000 | 0 | -386,000 | 3,945 | 0 | — | -3,945 |
| PDD HOLDINGS INC(PDD) | 306,198 | 94,336 | -211,862 | 34,720 | 9,639 | 4.68% | -25,081 |
| NVIDIA CORPORATION(NVDA) | 165,400 | 20,500 | -144,900 | 30,847 | 3,575 | 1.74% | -27,272 |
| JOYY INC(JOYY) | 496,300 | 65,547 | -430,753 | 32,140 | 3,827 | 1.86% | -28,313 |