Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 45,500 | 475,000 | +429,500 | 41,112 | 58,682 | 28.03% | +17,570 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 0 | 142,520 | +142,520 | 0 | 11,078 | 5.29% | +11,078 |
| PDD HOLDINGS INC(PDD) | 147,460 | 182,460 | +35,000 | 17,142 | 24,258 | 11.59% | +7,116 |
| BROADCOM INC(AVGO) | 14,000 | 14,000 | 0 | 18,556 | 22,477 | 10.74% | +3,922 |
| DELL TECHNOLOGIES INC(DELL) | 380,000 | 340,000 | -40,000 | 43,362 | 46,889 | 22.40% | +3,528 |
| NXP SEMICONDUCTORS N V COM | 15,000 | 15,000 | 0 | 3,717 | 4,036 | 1.93% | +320 |
| ON SEMICONDUCTOR CORP(ON) | 25,000 | 25,000 | 0 | 1,839 | 1,714 | 0.82% | -125 |
| STMICROELECTRONICS N V(STM) | 70,000 | 70,000 | 0 | 3,027 | 2,750 | 1.31% | -277 |
| ENPHASE ENERGY INC(ENPH) | 37,000 | 37,000 | 0 | 4,476 | 3,689 | 1.76% | -787 |
| MARVELL TECHNOLOGY INC(MRVL) | 130,000 | 115,000 | -15,000 | 9,214 | 8,039 | 3.84% | -1,176 |
| VERTIV HOLDINGS CO(VRT) | 170,000 | 145,000 | -25,000 | 13,884 | 12,553 | 6.00% | -1,331 |
| TESLA INC(TSLA) | 15,000 | 0 | -15,000 | 2,637 | 0 | — | -2,637 |
| STAR BULK CARRIERS CORP.(SBLK) | 700,000 | 540,000 | -160,000 | 16,709 | 13,165 | 6.29% | -3,544 |