Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AMER SPORTS INC(AS) | 293,985 | 934,324 | +640,339 | 7,858 | 36,214 | 5.67% | +28,356 |
| ROBLOX CORP(RBLX) | 0 | 158,094 | +158,094 | 0 | 16,631 | 2.61% | +16,631 |
| NVIDIA CORPORATION(NVDA) | 142,201 | 190,318 | +48,117 | 15,412 | 30,068 | 4.71% | +14,657 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 163,294 | +163,294 | 0 | 12,639 | 1.98% | +12,639 |
| SUMMIT THERAPEUTICS INC(SMMT) | 396,175 | 890,029 | +493,854 | 7,642 | 18,940 | 2.97% | +11,298 |
| BROADCOM INC(AVGO) | 0 | 40,640 | +40,640 | 0 | 11,202 | 1.75% | +11,202 |
| ROBINHOOD MKTS INC(HOOD) | 0 | 116,977 | +116,977 | 0 | 10,953 | 1.72% | +10,953 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 0 | 13,987 | +13,987 | 0 | 10,733 | 1.68% | +10,733 |
| ELI LILLY & CO(LLY) | 5,528 | 18,694 | +13,166 | 4,566 | 14,573 | 2.28% | +10,007 |
| WESTERN DIGITAL CORP(WDC) | 48,435 | 176,785 | +128,350 | 1,958 | 11,312 | 1.77% | +9,354 |
| VISTRA CORP(VST) | 0 | 40,879 | +40,879 | 0 | 7,923 | 1.24% | +7,923 |
| GILDAN ACTIVEWEAR INC(GIL) | 0 | 145,253 | +145,253 | 0 | 7,152 | 1.12% | +7,152 |
| BILIBILI INC | 579,000 | 843,057 | +264,057 | 11,065 | 18,084 | 2.83% | +7,019 |
| FUTU HLDGS LTD(FUTU) | 70,404 | 114,128 | +43,724 | 7,206 | 14,105 | 2.21% | +6,899 |
| MICROSOFT CORP(MSFT) | 0 | 13,686 | +13,686 | 0 | 6,808 | 1.07% | +6,808 |
| ADVANCED MICRO DEVICES INC(AMD) | 216,038 | 201,696 | -14,342 | 22,196 | 28,621 | 4.48% | +6,425 |
| NETFLIX INC(NFLX) | 0 | 4,695 | +4,695 | 0 | 6,287 | 0.98% | +6,287 |
| SEA LTD(SE) | 63,613 | 91,066 | +27,453 | 8,301 | 14,565 | 2.28% | +6,264 |
| CELESTICA INC(CLS) | 16,000 | 47,050 | +31,050 | 1,261 | 7,345 | 1.15% | +6,084 |
| GE VERNOVA INC(GEV) | 6,343 | 14,155 | +7,812 | 1,936 | 7,490 | 1.17% | +5,554 |
| CIRCLE INTERNET GROUP INC(CRCL) | 0 | 28,565 | +28,565 | 0 | 5,179 | 0.81% | +5,179 |
| MINISO GROUP HLDG LTD(MNSO) | 0 | 260,053 | +260,053 | 0 | 4,738 | 0.74% | +4,738 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 17,804 | 28,869 | +11,065 | 4,807 | 9,414 | 1.47% | +4,606 |
| LEGEND BIOTECH CORP(LEGN) | 36,987 | 162,055 | +125,068 | 1,255 | 5,751 | 0.90% | +4,496 |
| GRAB HOLDINGS LIMITED CLASS A ORD | 0 | 891,774 | +891,774 | 0 | 4,486 | 0.70% | +4,486 |
| IREN LIMITED ORDINARY SHARES | 0 | 298,000 | +298,000 | 0 | 4,342 | 0.68% | +4,342 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 31,878 | 58,737 | +26,859 | 1,280 | 5,438 | 0.85% | +4,158 |
| GDS HLDGS LTD(GDS) | 30,000 | 147,552 | +117,552 | 760 | 4,511 | 0.71% | +3,751 |
| YUM CHINA HLDGS INC(YUMC) | 0 | 82,044 | +82,044 | 0 | 3,668 | 0.57% | +3,668 |
| LULULEMON ATHLETICA INC(LULU) | 0 | 14,900 | +14,900 | 0 | 3,540 | 0.55% | +3,540 |
| ALPHABET INC(GOOG) | 0 | 18,562 | +18,562 | 0 | 3,293 | 0.52% | +3,293 |
| NETEASE INC(NTES) | 0 | 23,136 | +23,136 | 0 | 3,114 | 0.49% | +3,114 |
| INTERACTIVE BROKERS GROUP IN(IBKR) | 0 | 51,600 | +51,600 | 0 | 2,859 | 0.45% | +2,859 |
| GLOBAL X FDS GLOBAL X COPPER | 0 | 62,300 | +62,300 | 0 | 2,804 | 0.44% | +2,804 |
| RYANAIR HOLDINGS PLC(RYAAY) | 0 | 48,007 | +48,007 | 0 | 2,769 | 0.43% | +2,769 |
| ARISTA NETWORKS INC(ANET) | 0 | 23,000 | +23,000 | 0 | 2,353 | 0.37% | +2,353 |
| ISHARES TR | 10,760 | 17,660 | +6,900 | 2,025 | 4,215 | 0.66% | +2,191 |
| QUANTASING GROUP LTD(HERE) | 0 | 217,400 | +217,400 | 0 | 2,054 | 0.32% | +2,054 |
| RLX TECHNOLOGY INC(RLX) | 0 | 859,867 | +859,867 | 0 | 1,900 | 0.30% | +1,900 |
| INVESCO QQQ TR | 6,967 | 8,967 | +2,000 | 3,267 | 4,947 | 0.77% | +1,680 |
| LUMENTUM HLDGS INC(LITE) | 25,585 | 33,875 | +8,290 | 1,595 | 3,220 | 0.50% | +1,625 |
| TENCENT MUSIC ENTMT GROUP(TME) | 0 | 82,654 | +82,654 | 0 | 1,611 | 0.25% | +1,611 |
| ORACLE CORP(ORCL) | 0 | 6,841 | +6,841 | 0 | 1,496 | 0.23% | +1,496 |
| TERADYNE INC(TER) | 0 | 12,277 | +12,277 | 0 | 1,104 | 0.17% | +1,104 |
| DECKERS OUTDOOR CORP(DECK) | 9,150 | 19,872 | +10,722 | 1,023 | 2,048 | 0.32% | +1,025 |
| H WORLD GROUP LTD(HTHT) | 119,471 | 158,659 | +39,188 | 4,422 | 5,382 | 0.84% | +960 |
| SNOWFLAKE INC(SNOW) | 0 | 4,068 | +4,068 | 0 | 910 | 0.14% | +910 |
| ROCKET LAB CORP(RKLB) | 0 | 24,832 | +24,832 | 0 | 888 | 0.14% | +888 |
| AFFIRM HLDGS INC(AFRM) | 0 | 12,760 | +12,760 | 0 | 882 | 0.14% | +882 |
| CAMECO CORP(CCJ) | 0 | 11,800 | +11,800 | 0 | 876 | 0.14% | +876 |
| RUBRIK INC.(RBRK) | 0 | 9,242 | +9,242 | 0 | 828 | 0.13% | +828 |
| SOFI TECHNOLOGIES INC(SOFI) | 0 | 45,274 | +45,274 | 0 | 824 | 0.13% | +824 |
| DICKS SPORTING GOODS INC(DKS) | 4,270 | 8,200 | +3,930 | 861 | 1,622 | 0.25% | +761 |
| CURTISS WRIGHT CORP(CW) | 0 | 1,548 | +1,548 | 0 | 756 | 0.12% | +756 |
| WYNN RESORTS LTD(WYNN) | 28,000 | 33,000 | +5,000 | 2,338 | 3,091 | 0.48% | +753 |
| ENERGY FUELS INC(UUUU) | 0 | 129,958 | +129,958 | 0 | 747 | 0.12% | +747 |
| COREWEAVE INC(CRWV) | 0 | 4,400 | +4,400 | 0 | 717 | 0.11% | +717 |
| JOYY INC(JOYY) | 19,076 | 28,140 | +9,064 | 801 | 1,433 | 0.22% | +632 |
| HELLO GROUP INC(MOMO) | 0 | 74,813 | +74,813 | 0 | 631 | 0.10% | +631 |
| OKLO INC(OKLO) | 0 | 11,170 | +11,170 | 0 | 625 | 0.10% | +625 |
| WEIBO CORP(WB) | 0 | 64,827 | +64,827 | 0 | 618 | 0.10% | +618 |
| HOWMET AEROSPACE INC(HWM) | 36,583 | 28,777 | -7,806 | 4,746 | 5,356 | 0.84% | +610 |
| SPDR S&P 500 ETF TR(SPY) | 10,429 | 10,429 | 0 | 5,834 | 6,444 | 1.01% | +610 |
| INSMED INC(INSM) | 0 | 5,892 | +5,892 | 0 | 593 | 0.09% | +593 |
| COMFORT SYS USA INC(FIX) | 0 | 1,014 | +1,014 | 0 | 544 | 0.09% | +544 |
| CHEWY INC(CHWY) | 0 | 12,407 | +12,407 | 0 | 529 | 0.08% | +529 |
| FLEX LTD(FLEX) | 0 | 9,865 | +9,865 | 0 | 492 | 0.08% | +492 |
| NUSCALE PWR CORP(SMR) | 0 | 11,791 | +11,791 | 0 | 466 | 0.07% | +466 |
| REDDIT INC(RDDT) | 9,036 | 9,386 | +350 | 948 | 1,413 | 0.22% | +465 |
| BEONE MEDICINES LTD(ONC) | 0 | 1,900 | +1,900 | 0 | 460 | 0.07% | +460 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 0 | 1,800 | +1,800 | 0 | 437 | 0.07% | +437 |
| FREEPORT-MCMORAN INC(FCX) | 0 | 9,903 | +9,903 | 0 | 429 | 0.07% | +429 |
| MICROSTRATEGY INC(MSTR) | 0 | 1,050 | +1,050 | 0 | 424 | 0.07% | +424 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 76,448 | 57,768 | -18,680 | 12,690 | 13,084 | 2.05% | +394 |
| DELTA AIR LINES INC DEL(DAL) | 0 | 7,491 | +7,491 | 0 | 368 | 0.06% | +368 |
| MONGODB INC(MDB) | 0 | 1,746 | +1,746 | 0 | 367 | 0.06% | +367 |
| ASTERA LABS INC(ALAB) | 0 | 3,888 | +3,888 | 0 | 352 | 0.06% | +352 |
| TRANE TECHNOLOGIES PLC(TT) | 0 | 800 | +800 | 0 | 350 | 0.05% | +350 |
| EXPEDIA GROUP INC(EXPE) | 0 | 2,000 | +2,000 | 0 | 337 | 0.05% | +337 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 6,700 | 6,700 | 0 | 1,383 | 1,697 | 0.27% | +313 |
| LI AUTO INC(LI) | 139,500 | 140,894 | +1,394 | 3,515 | 3,820 | 0.60% | +304 |
| GENERAL MLS INC(GIS) | 0 | 5,707 | +5,707 | 0 | 296 | 0.05% | +296 |
| DUOLINGO INC(DUOL) | 0 | 700 | +700 | 0 | 287 | 0.04% | +287 |
| BIRKENSTOCK HOLDING PLC(BIRK) | 53,200 | 55,213 | +2,013 | 2,439 | 2,715 | 0.43% | +276 |
| CENTRUS ENERGY CORP(LEU) | 0 | 1,500 | +1,500 | 0 | 275 | 0.04% | +275 |
| VIKING HOLDINGS LTD(VIK) | 0 | 5,152 | +5,152 | 0 | 275 | 0.04% | +275 |
| ALPHABET INC(GOOG) | 4,129 | 5,100 | +971 | 639 | 899 | 0.14% | +260 |
| KRAFT HEINZ CO(KHC) | 0 | 10,067 | +10,067 | 0 | 260 | 0.04% | +260 |
| ISHARES TR | 4,400 | 4,400 | 0 | 2,472 | 2,732 | 0.43% | +260 |
| TTM TECHNOLOGIES INC(TTMI) | 0 | 6,100 | +6,100 | 0 | 249 | 0.04% | +249 |
| SPDR DOW JONES INDL AVERAGE(DIA) | 11,850 | 11,850 | 0 | 4,976 | 5,222 | 0.82% | +246 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 9,735 | 7,824 | -1,911 | 822 | 1,067 | 0.17% | +245 |
| XPENG INC(XPEV) | 0 | 12,850 | +12,850 | 0 | 230 | 0.04% | +230 |
| CLOUDFLARE INC(NET) | 0 | 1,150 | +1,150 | 0 | 225 | 0.04% | +225 |
| SELECT SECTOR SPDR TR ST STR DISCR ETF | 11,000 | 11,000 | 0 | 2,172 | 2,391 | 0.37% | +219 |
| CARVANA CO(CVNA) | 0 | 648 | +648 | 0 | 218 | 0.03% | +218 |
| BLOCK INC(XYZ) | 0 | 3,200 | +3,200 | 0 | 217 | 0.03% | +217 |
| CASEYS GEN STORES INC(CASY) | 1,226 | 1,451 | +225 | 532 | 740 | 0.12% | +208 |
| TEMPUS AI INC(TEM) | 0 | 3,200 | +3,200 | 0 | 203 | 0.03% | +203 |
| KANZHUN LIMITED(BZ) | 157,688 | 179,600 | +21,912 | 3,023 | 3,204 | 0.50% | +181 |