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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | $581.6M | 5,733,184 | 23.88% |
| 2 | FULL TRUCK ALLIANCE CO LTD | $236.2M | 28,600,929 | 9.70% |
| 3 | TAL ED GROUP | $214.3M | 18,979,044 | 8.80% |
| 4 | KANZHUN LIMITED | $192.8M | 14,227,567 | 7.92% |
| 5 | KRANESHARES TRUST | $171.4M | 6,841,400 | 7.04% |
| 6 | VIPSHOP HLDGS LTD | $170.7M | 11,423,108 | 7.01% |
| 7 | TENCENT MUSIC ENTMT GROUP | $161.6M | 17,884,151 | 6.63% |
| 8 | KRANESHARES TRUST | $117.0M | 4,161,200 | 4.80% |
| 9 | STATE STR SPDR S&P 500 ETF T | $79.5M | 121,000 | 3.26% |
| 10 | JOYY INC | $69.4M | 1,175,859 | 2.85% |
| 11 | QFIN HOLDINGS INC | $66.4M | 5,072,913 | 2.73% |
| 12 | AUTOHOME INC | $48.1M | 2,765,600 | 1.98% |
| 13 | WEIBO CORP | $33.6M | 3,820,295 | 1.38% |
| 14 | NVIDIA CORPORATION | $14.9M | 84,082 | 0.61% |
| 15 | TESLA INC | $11.4M | 32,818 | 0.47% |
| 16 | MICROSOFT CORP | $9.1M | 24,410 | 0.37% |
| 17 | AMAZON COM INC | $6.9M | 32,726 | 0.28% |
| 18 | BROADCOM INC | $6.6M | 21,085 | 0.27% |
| 19 | META PLATFORMS INC | $6.4M | 11,153 | 0.26% |
| 20 | APPLE INC | $6.2M | 23,857 | 0.25% |
| 21 | ALPHABET INC | $6.1M | 20,440 | 0.25% |
| 22 | MP MATERIALS CORP | $4.7M | 93,472 | 0.19% |
| 23 | ADVANCED MICRO DEVICES INC | $4.6M | 20,924 | 0.19% |
| 24 | TE CONNECTIVITY PLC | $4.5M | 21,690 | 0.19% |
| 25 | SERVICENOW INC | $4.4M | 43,054 | 0.18% |
| 26 | ARISTA NETWORKS INC | $4.1M | 32,659 | 0.17% |
| 27 | PALANTIR TECHNOLOGIES INC | $3.8M | 26,029 | 0.16% |
| 28 | SYNOPSYS INC | $3.8M | 9,630 | 0.16% |
| 29 | TEXAS INSTRS INC | $3.7M | 18,910 | 0.15% |
| 30 | NETFLIX INC. | $3.7M | 37,610 | 0.15% |
| 31 | AMPHENOL CORP | $3.7M | 28,882 | 0.15% |
| 32 | NEBIUS GROUP N.V. | $3.6M | 31,926 | 0.15% |
| 33 | ORACLE CORP | $3.5M | 24,453 | 0.15% |
| 34 | MOBILEYE GLOBAL INC | $3.5M | 471,067 | 0.14% |
| 35 | CLOUDFLARE INC | $3.4M | 16,253 | 0.14% |
| 36 | CIENA CORP | $3.3M | 7,564 | 0.14% |
| 37 | JABIL INC | $3.3M | 12,236 | 0.13% |
| 38 | CREDO TECHNOLOGY GROUP HOLDI | $3.2M | 31,049 | 0.13% |
| 39 | ALBEMARLE CORP | $3.2M | 18,523 | 0.13% |
| 40 | ANALOG DEVICES INC | $3.1M | 9,579 | 0.13% |
| 41 | TELEDYNE TECHNOLOGIES INC | $3.1M | 4,940 | 0.13% |
| 42 | FLEXTRONICS INTL LTD | $3.1M | 45,827 | 0.13% |
| 43 | VERTIV HOLDINGS CO | $3.1M | 11,861 | 0.13% |
| 44 | MOOG INC | $3.1M | 10,425 | 0.13% |
| 45 | NEXTERA ENERGY INC | $3.1M | 33,115 | 0.13% |
| 46 | PALO ALTO NETWORKS INC | $3.0M | 18,744 | 0.12% |
| 47 | NXP SEMICONDUCTORS N V | $3.0M | 15,423 | 0.12% |
| 48 | RBC BEARINGS INC | $3.0M | 5,505 | 0.12% |
| 49 | SENSATA TECHNOLOGIES HLDG PL | $3.0M | 86,395 | 0.12% |
| 50 | REGAL REXNORD CORPORATION | $3.0M | 16,190 | 0.12% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.