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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | META PLATFORMS INC CL A | $77.2M | 135000 | 16.05% |
| 2 | PROSHARES TR II ULTRA GOLD | $42.9M | 697739 | 8.91% |
| 3 | PDD HOLDINGS INC SPONSORED ADS | $34.8M | 340228 | 7.23% |
| 4 | FIGURE TECHNOLOGY SOLUTIO COM CL A | $33.9M | 997433 | 7.04% |
| 5 | OCCIDENTAL PETE CORP | $33.5M | 514702 | 6.95% |
| 6 | ALPHABET INC CAP STK CL C | $24.0M | 83700 | 4.99% |
| 7 | ROCKET LAB CORP | $23.1M | 359203 | 4.79% |
| 8 | AGNICO EAGLE MINES LTD | $20.3M | 100073 | 4.22% |
| 9 | CENTRUS ENERGY CORP CL A | $19.1M | 109860 | 3.96% |
| 10 | PROSHARES TR ULTRAPRO SHORT | $17.8M | 220987 | 3.70% |
| 11 | TRIP COM GROUP LTD ADS | $16.2M | 325920 | 3.37% |
| 12 | LEMONADE INC | $14.8M | 235818 | 3.07% |
| 13 | EXXON MOBIL CORP | $13.5M | 79653 | 2.81% |
| 14 | UNITEDHEALTH GROUP INC | $12.8M | 47184 | 2.65% |
| 15 | INTEL CORP | $12.5M | 284271 | 2.61% |
| 16 | NOKIA CORP SPONSORED ADR | $11.6M | 1436969 | 2.40% |
| 17 | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $9.1M | 27000 | 1.90% |
| 18 | CHENIERE ENERGY INC COM NEW | $9.1M | 31966 | 1.89% |
| 19 | SO-YOUNG INTERNATIONAL-ADR | $8.4M | 3067873 | 1.74% |
| 20 | PARAMOUNT SKYDANCE CORP COM CL B | $6.8M | 758191 | 1.42% |
| 21 | MP MATERIALS CORP COM CL A | $6.2M | 129376 | 1.30% |
| 22 | EQT CORP | $4.9M | 77095 | 1.02% |
| 23 | ENERGY TRANSFER L P COM UT LTD PTN | $4.8M | 251006 | 1.01% |
| 24 | FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | $3.9M | 468434 | 0.81% |
| 25 | CONSTELLATION ENERGY CORP | $3.5M | 12508 | 0.73% |
| 26 | PROSHARES TR II ULTRA SILVER NEW | $3.3M | 27765 | 0.69% |
| 27 | ENTERPRISE PRODS PARTNERS L P | $2.4M | 64451 | 0.51% |
| 28 | DIREXION SHARES ETF TRUST DAILY MSCI SOUTH | $2.4M | 8283 | 0.49% |
| 29 | LUMENTUM HLDGS INC | $1.6M | 2266 | 0.33% |
| 30 | MOGU INC-ADR | $1.5M | 689100 | 0.32% |
| 31 | CHEWY INC CL A | $1.4M | 51372 | 0.29% |
| 32 | CF INDUSTRIES HOLD | $1.4M | 10590 | 0.29% |
| 33 | YOULIFE GROUP INC -ADR | $975K | 1000000 | 0.20% |
| 34 | TENCENT MUSIC ENTMT GROUP SPON ADS | $878K | 94650 | 0.18% |
| 35 | AXT INC | $556K | 9760 | 0.12% |
| 36 | YUNJI INC-ADR | $49K | 32250 | 0.01% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.