Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PDD Holdings Inc.ADS(PDD) | 0 | 400,000 | +400,000 | $0 | $38.80M | 24.83% | +$38.80M |
| Taiwan Semiconductor Manufacturing Company LimitedADS(TSM) | 0 | 150,000 | +150,000 | $0 | $29.62M | 18.96% | +$29.62M |
| Micron Technology, Inc.(MU) | 100,000 | 325,000 | +225,000 | $10.37M | $27.35M | 17.51% | +$16.98M |
| Hello Group Inc.ADS(MOMO) | 3,215,000 | 2,500,000 | -715,000 | $24.47M | $19.27M | 12.34% | -$5.19M |
| Ciena Corporation(CIEN) | 0 | 150,000 | +150,000 | $0 | $12.72M | 8.14% | +$12.72M |
| Alibaba Group Holding LimitedADS(BABA) | 0 | 125,000 | +125,000 | $0 | $10.60M | 6.78% | +$10.60M |
| KE Holdings Inc.ADS(BEKE) | 0 | 550,000 | +550,000 | $0 | $10.13M | 6.48% | +$10.13M |
| Ermenegildo Zegna N V ORD SHS | 0 | 859,583 | +859,583 | $0 | $7.10M | 4.54% | +$7.10M |
| New Oriental Education & Technology Group Inc.ADR(EDU) | 0 | 10,000 | +10,000 | $0 | $641.8K | 0.41% | +$641.8K |
| Full Truck Alliance Co. Ltd.ADS(YMM) | 4,561,762 | 0 | -4,561,762 | $41.10M | $0 | — | -$41.10M |
| Nextracker IncCL A | 673,540 | 0 | -673,540 | $25.24M | $0 | — | -$25.24M |
| ZTO Express (Cayman) Inc.ADS(ZTO) | 2,000,000 | 0 | -2,000,000 | $49.54M | $0 | — | -$49.54M |