Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 0 | 580,278 | +580,278 | 0 | 45,105 | 17.33% | +45,105 |
| LAS VEGAS SANDS CORP(LVS) | 0 | 416,684 | +416,684 | 0 | 18,438 | 7.08% | +18,438 |
| PDD HOLDINGS INC(PDD) | 575,000 | 605,000 | +30,000 | 66,844 | 80,435 | 30.90% | +13,591 |
| MICRON TECHNOLOGY INC(MU) | 175,000 | 250,000 | +75,000 | 20,631 | 32,883 | 12.63% | +12,252 |
| HELLO GROUP INC(MOMO) | 3,484,229 | 3,500,000 | +15,771 | 21,637 | 21,420 | 8.23% | -217 |
| FUTU HLDGS LTD(FUTU) | 74,546 | 0 | -74,546 | 4,037 | 0 | — | -4,037 |
| ARRAY TECHNOLOGIES INC(ARRY) | 900,000 | 750,000 | -150,000 | 13,419 | 7,695 | 2.96% | -5,724 |
| VALE S A | 550,000 | 0 | -550,000 | 6,705 | 0 | — | -6,704 |
| JINKOSOLAR HLDG CO LTD(JKS) | 300,000 | 0 | -300,000 | 7,557 | 0 | — | -7,557 |
| KE HLDGS INC(BEKE) | 650,000 | 0 | -650,000 | 8,925 | 0 | — | -8,924 |
| BOOKING HOLDINGS INC(BKNG) | 2,500 | 0 | -2,500 | 9,070 | 0 | — | -9,070 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 3,187,495 | 842,256 | -2,345,239 | 23,173 | 6,772 | 2.60% | -16,401 |
| ALIBABA GROUP HLDG LTD(BABA) | 1,075,000 | 660,000 | -415,000 | 77,787 | 47,520 | 18.26% | -30,267 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 325,000 | 0 | -325,000 | 44,216 | 0 | — | -44,216 |