Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2024 ▲▼ | Q3 2024 ▲▼ | Change ▲▼ | Q2 2024 ▲▼ | Q3 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ZTO EXPRESS CAYMAN INC(ZTO) | 0 | 2,000,000 | +2,000,000 | 0 | 49,540 | 32.87% | +49,540 |
| FULL TRUCK ALLIANCE CO LTD(YMM) | 842,256 | 4,561,762 | +3,719,506 | 6,772 | 41,101 | 27.27% | +34,330 |
| NEXTRACKER INC | 0 | 673,540 | +673,540 | 0 | 25,244 | 16.75% | +25,244 |
| HELLO GROUP INC(MOMO) | 3,500,000 | 3,215,000 | -285,000 | 21,420 | 24,466 | 16.23% | +3,046 |
| ARRAY TECHNOLOGIES INC(ARRY) | 750,000 | 0 | -750,000 | 7,695 | 0 | — | -7,695 |
| LAS VEGAS SANDS CORP(LVS) | 416,684 | 0 | -416,684 | 18,438 | 0 | — | -18,438 |
| MICRON TECHNOLOGY INC(MU) | 250,000 | 100,000 | -150,000 | 32,883 | 10,371 | 6.88% | -22,511 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 580,278 | 0 | -580,278 | 45,105 | 0 | — | -45,105 |
| ALIBABA GROUP HLDG LTD(BABA) | 660,000 | 0 | -660,000 | 47,520 | 0 | — | -47,520 |
| PDD HOLDINGS INC(PDD) | 605,000 | 0 | -605,000 | 80,435 | 0 | — | -80,435 |