Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 304,200 | +304,200 | 0 | 23,545 | 8.33% | +23,545 |
| SYNOPSYS INC(SNPS) | 0 | 42,220 | +42,220 | 0 | 21,645 | 7.66% | +21,645 |
| PDD HOLDINGS INC(PDD) | 0 | 193,008 | +193,008 | 0 | 20,200 | 7.14% | +20,200 |
| RUBRIK INC.(RBRK) | 0 | 211,050 | +211,050 | 0 | 18,908 | 6.69% | +18,908 |
| ALPHABET INC(GOOG) | 0 | 104,500 | +104,500 | 0 | 18,537 | 6.56% | +18,537 |
| NVIDIA CORPORATION(NVDA) | 0 | 104,585 | +104,585 | 0 | 16,523 | 5.84% | +16,523 |
| NEW ORIENTAL ED & TECHNOLOGY(EDU) | 0 | 264,500 | +264,500 | 0 | 14,270 | 5.05% | +14,270 |
| ROBINHOOD MKTS INC(HOOD) | 56,952 | 174,670 | +117,718 | 2,370 | 16,354 | 5.78% | +13,984 |
| ZETA GLOBAL HOLDINGS CORP(ZETA) | 0 | 667,225 | +667,225 | 0 | 10,335 | 3.66% | +10,335 |
| ADVANCED MICRO DEVICES INC(AMD) | 85,200 | 122,275 | +37,075 | 8,753 | 17,351 | 6.14% | +8,597 |
| ROOT INC(ROOT) | 46,315 | 110,405 | +64,090 | 6,180 | 14,129 | 5.00% | +7,948 |
| INTEL CORP(INTC) | 0 | 312,565 | +312,565 | 0 | 7,001 | 2.48% | +7,001 |
| MP MATERIALS CORP(MP) | 0 | 174,390 | +174,390 | 0 | 5,802 | 2.05% | +5,802 |
| GDS HLDGS LTD(GDS) | 188,137 | 301,872 | +113,735 | 4,766 | 9,228 | 3.26% | +4,463 |
| CHINA YUCHAI INTL LTD(CYD) | 234,771 | 273,811 | +39,040 | 3,989 | 6,547 | 2.32% | +2,558 |
| ATOUR LIFESTYLE HLDGS LTD(ATAT) | 125,134 | 181,144 | +56,010 | 3,548 | 5,889 | 2.08% | +2,341 |
| TESLA INC(TSLA) | 0 | 2,845 | +2,845 | 0 | 904 | 0.32% | +904 |
| DUOLINGO INC(DUOL) | 0 | 1,355 | +1,355 | 0 | 556 | 0.20% | +556 |
| SHARPLINK GAMING INC(SBET) | 0 | 28,200 | +28,200 | 0 | 280 | 0.10% | +280 |
| TRIP COM GROUP LTD(TCOM) | 199,744 | 214,916 | +15,172 | 12,700 | 12,603 | 4.46% | -97 |
| REDDIT INC(RDDT) | 19,350 | 2,320 | -17,030 | 2,030 | 349 | 0.12% | -1,680 |
| QIFU TECHNOLOGY INC(QFIN) | 58,707 | 0 | -58,707 | 2,637 | 0 | — | -2,637 |
| TAL EDUCATION GROUP(TAL) | 1,972,631 | 2,124,031 | +151,400 | 26,058 | 21,708 | 7.68% | -4,351 |
| LEXINFINTECH HLDGS LTD(LX) | 1,304,556 | 1,094,927 | -209,629 | 13,163 | 7,894 | 2.79% | -5,269 |
| VNET GROUP INC(VNET) | 1,387,383 | 246,759 | -1,140,624 | 11,377 | 1,703 | 0.60% | -9,674 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 131,796 | 46,305 | -85,491 | 21,878 | 10,488 | 3.71% | -11,391 |
| AMER SPORTS INC(AS) | 550,353 | 0 | -550,353 | 14,711 | 0 | — | -14,711 |
| ALIBABA GROUP HLDG LTD(BABA) | 112,894 | 0 | -112,894 | 14,928 | 0 | — | -14,928 |