Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Synopsys Inc(SNPS) | 42,220 | 113,855 | +71,635 | 21,645 | 56,175 | 24.76% | +34,530 |
| ALIBABA GROUP HLDG LTD(BABA) | 0 | 180,778 | +180,778 | 0 | 32,310 | 14.24% | +32,310 |
| Taiwan Semiconductor Manufacturing Co Ltd(TSM) | 46,305 | 95,532 | +49,227 | 10,488 | 26,681 | 11.76% | +16,194 |
| New Oriental Education & Technology Group Inc(EDU) | 264,500 | 506,046 | +241,546 | 14,270 | 26,856 | 11.84% | +12,586 |
| ONTO INNOVATION INC(ONTO) | 0 | 93,005 | +93,005 | 0 | 12,018 | 5.30% | +12,018 |
| PDD Holdings Inc(PDD) | 193,008 | 209,393 | +16,385 | 20,200 | 27,675 | 12.20% | +7,475 |
| LUMENTUM HLDGS INC(LITE) | 0 | 36,623 | +36,623 | 0 | 5,959 | 2.63% | +5,959 |
| COHERENT CORP(COHR) | 0 | 49,400 | +49,400 | 0 | 5,321 | 2.35% | +5,321 |
| GDS Holdings Ltd(GDS) | 301,872 | 345,305 | +43,433 | 9,228 | 13,363 | 5.89% | +4,135 |
| Atour Lifestyle Holdings Ltd(ATAT) | 181,144 | 214,436 | +33,292 | 5,889 | 8,061 | 3.55% | +2,172 |
| ROBLOX CORP(RBLX) | 0 | 9,000 | +9,000 | 0 | 1,247 | 0.55% | +1,247 |
| VERTIV HOLDINGS CO(VRT) | 0 | 5,625 | +5,625 | 0 | 849 | 0.37% | +849 |
| TEXAS INSTRS INC(TXN) | 0 | 1,600 | +1,600 | 0 | 294 | 0.13% | +294 |
| WESTERN DIGITAL CORP(WDC) | 0 | 1,900 | +1,900 | 0 | 228 | 0.10% | +228 |
| SILICON MOTION TECHNOLOGY CO(SIMO) | 0 | 2,100 | +2,100 | 0 | 199 | 0.09% | +199 |
| CORNING INC(GLW) | 0 | 2,400 | +2,400 | 0 | 197 | 0.09% | +197 |
| SHARPLINK GAMING INC(SBET) | 28,200 | 0 | -28,200 | 280 | 0 | — | -280 |
| REDDIT INC(RDDT) | 2,320 | 0 | -2,320 | 349 | 0 | — | -349 |
| DUOLINGO INC(DUOL) | 1,355 | 0 | -1,355 | 556 | 0 | — | -556 |
| TESLA INC(TSLA) | 2,845 | 0 | -2,845 | 904 | 0 | — | -904 |
| VNET GROUP INC(VNET) | 246,759 | 0 | -246,759 | 1,703 | 0 | — | -1,703 |
| MP MATERIALS CORP(MP) | 174,390 | 0 | -174,390 | 5,802 | 0 | — | -5,802 |
| CHINA YUCHAI INTL LTD(CYD) | 273,811 | 0 | -273,811 | 6,547 | 0 | — | -6,547 |
| INTEL CORP(INTC) | 312,565 | 0 | -312,565 | 7,001 | 0 | — | -7,001 |
| LEXINFINTECH HLDGS LTD(LX) | 1,094,927 | 0 | -1,094,927 | 7,894 | 0 | — | -7,894 |
| ZETA GLOBAL HOLDINGS CORP(ZETA) | 667,225 | 0 | -667,225 | 10,335 | 0 | — | -10,335 |
| TAL Education Group(TAL) | 2,124,031 | 840,600 | -1,283,431 | 21,708 | 9,415 | 4.15% | -12,293 |
| TRIP COM GROUP LTD(TCOM) | 214,916 | 0 | -214,916 | 12,603 | 0 | — | -12,603 |
| ROOT INC(ROOT) | 110,405 | 0 | -110,405 | 14,129 | 0 | — | -14,129 |
| ROBINHOOD MKTS INC(HOOD) | 174,670 | 0 | -174,670 | 16,354 | 0 | — | -16,354 |
| NVIDIA CORPORATION(NVDA) | 104,585 | 0 | -104,585 | 16,523 | 0 | — | -16,523 |
| ADVANCED MICRO DEVICES INC(AMD) | 122,275 | 0 | -122,275 | 17,351 | 0 | — | -17,351 |
| ALPHABET INC(GOOG) | 104,500 | 0 | -104,500 | 18,537 | 0 | — | -18,537 |
| RUBRIK INC.(RBRK) | 211,050 | 0 | -211,050 | 18,908 | 0 | — | -18,908 |
| MARVELL TECHNOLOGY INC(MRVL) | 304,200 | 0 | -304,200 | 23,545 | 0 | — | -23,545 |