Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 112,894 | +112,894 | 0 | 14,928 | 10.01% | +14,928 |
| AMER SPORTS INC(AS) | 0 | 550,353 | +550,353 | 0 | 14,711 | 9.87% | +14,711 |
| LEXINFINTECH HLDGS LTD | 0 | 1,304,556 | +1,304,556 | 0 | 13,163 | 8.83% | +13,163 |
| TRIP COM GROUP LTD(TCOM) | 0 | 199,744 | +199,744 | 0 | 12,700 | 8.52% | +12,700 |
| VNET GROUP INC(VNET) | 0 | 1,387,383 | +1,387,383 | 0 | 11,377 | 7.63% | +11,377 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 54,000 | 131,796 | +77,796 | 10,664 | 21,878 | 14.67% | +11,214 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 85,200 | +85,200 | 0 | 8,753 | 5.87% | +8,753 |
| ROOT INC(ROOT) | 0 | 46,315 | +46,315 | 0 | 6,180 | 4.15% | +6,180 |
| CHINA YUCHAI INTL LTD(CYD) | 0 | 234,771 | +234,771 | 0 | 3,989 | 2.68% | +3,989 |
| ATOUR LIFESTYLE HLDGS LTD(ATAT) | 0 | 125,134 | +125,134 | 0 | 3,548 | 2.38% | +3,548 |
| ROBINHOOD MKTS INC(HOOD) | 0 | 56,952 | +56,952 | 0 | 2,370 | 1.59% | +2,370 |
| TAL EDUCATION GROUP(TAL) | 2,471,666 | 1,972,631 | -499,035 | 24,766 | 26,058 | 17.48% | +1,292 |
| INTEL CORP(INTC)(Call) | 0 | 1,100,000 | +1,100,000 | 0 | 561 | — | +561 |
| ZETA GLOBAL HOLDINGS CORP(ZETA) | 63,750 | 0 | -63,750 | 1,147 | 0 | — | -1,147 |
| GDS HLDGS LTD(GDS) | 273,405 | 188,137 | -85,268 | 6,496 | 4,766 | 3.20% | -1,731 |
| HUYA INC | 698,412 | 0 | -698,412 | 2,144 | 0 | — | -2,144 |
| QIFU TECHNOLOGY INC(QFIN) | 124,687 | 58,707 | -65,980 | 4,785 | 2,637 | 1.77% | -2,149 |
| BLOOM ENERGY CORP | 127,000 | 0 | -127,000 | 2,821 | 0 | — | -2,821 |
| VNET GROUP INC(VNET) | 595,463 | 0 | -595,463 | 2,822 | 0 | — | -2,822 |
| ATOUR LIFESTYLE HOLDINGS LTD(ATAT) | 107,304 | 0 | -107,304 | 2,885 | 0 | — | -2,885 |
| TWILIO INC(TWLO) | 27,000 | 0 | -27,000 | 2,918 | 0 | — | -2,918 |
| BITDEER TECHNOLOGIES GROUP(BTDR) | 165,000 | 0 | -165,000 | 3,576 | 0 | — | -3,576 |
| REDDIT INC(RDDT) | 37,000 | 19,350 | -17,650 | 6,047 | 2,030 | 1.36% | -4,017 |
| HIMS & HERS HEALTH INC(HIMS) | 191,500 | 0 | -191,500 | 4,630 | 0 | — | -4,630 |
| CONFLUENT INC | 188,000 | 0 | -188,000 | 5,256 | 0 | — | -5,256 |
| SNOWFLAKE INC(SNOW) | 38,000 | 0 | -38,000 | 5,868 | 0 | — | -5,868 |
| PDD HOLDINGS INC(PDD) | 89,401 | 0 | -89,401 | 8,671 | 0 | — | -8,671 |
| MARVELL TECHNOLOGY INC(MRVL) | 85,000 | 0 | -85,000 | 9,388 | 0 | — | -9,388 |
| META PLATFORMS INC(META) | 18,400 | 0 | -18,400 | 10,773 | 0 | — | -10,773 |
| AMER SPORTS INC(AS) | 404,272 | 0 | -404,272 | 11,303 | 0 | — | -11,303 |
| ISHARES ETHEREUM TRUST ETF(ETHA) | 487,500 | 0 | -487,500 | 12,329 | 0 | — | -12,329 |
| SALESFORCE INC(CRM) | 42,000 | 0 | -42,000 | 14,042 | 0 | — | -14,042 |
| TESLA INC(TSLA) | 40,700 | 0 | -40,700 | 16,436 | 0 | — | -16,436 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 513,869 | 0 | -513,869 | 27,261 | 0 | — | -27,261 |