Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PDD HOLDINGS INC(PDD) | 0 | 900,000 | +900,000 | 0 | 94,194 | 45.07% | +94,194 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 0 | 4,598,038 | +4,598,038 | 0 | 54,303 | 25.98% | +54,303 |
| DECKERS OUTDOOR CORP(DECK) | 0 | 65,000 | +65,000 | 0 | 6,700 | 3.21% | +6,700 |
| JOYY INC(JOYY) | 1,000,000 | 914,153 | -85,847 | 41,980 | 46,540 | 22.27% | +4,560 |
| WEIBO CORP(WB) | 2,675 | 0 | -2,675 | 25 | 0 | — | -25 |
| ERMENEGILDO ZEGNA N V ORD SHS | 1,375,716 | 850,000 | -525,716 | 10,180 | 7,268 | 3.48% | -2,913 |
| HELLO GROUP INC(MOMO) | 1,551,200 | 0 | -1,551,200 | 9,788 | 0 | — | -9,788 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 275,000 | 0 | -275,000 | 45,650 | 0 | — | -45,650 |