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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SYNOPSYS INC | $1.06B | 2670532 | 15.35% |
| 2 | NVIDIA CORPORATION | $902.4M | 5174466 | 13.08% |
| 3 | FUTU HLDGS LTD | $625.4M | 4572746 | 9.07% |
| 4 | CARVANA CO | $571.9M | 1819090 | 8.29% |
| 5 | COREWEAVE INC | $549.8M | 7097527 | 7.97% |
| 6 | SEA LTD | $403.3M | 4870097 | 5.85% |
| 7 | MKS INC. | $353.6M | 1538789 | 5.13% |
| 8 | CORNING INC | $346.0M | 2544734 | 5.02% |
| 9 | COUPANG INC | $302.8M | 16037845 | 4.39% |
| 10 | AMER SPORTS INC | $272.2M | 8268605 | 3.95% |
| 11 | NEW ORIENTAL ED & TECHNOLOGY | $256.7M | 4532665 | 3.72% |
| 12 | GRAB HOLDINGS LIMITED | $217.1M | 59304024 | 3.15% |
| 13 | FULL TRUCK ALLIANCE CO LTD | $180.9M | 21791354 | 2.62% |
| 14 | TERADYNE INC | $150.0M | 506070 | 2.17% |
| 15 | LUMENTUM HLDGS INC | $143.3M | 203942 | 2.08% |
| 16 | ATOUR LIFESTYLE HLDGS LTD | $130.8M | 3552677 | 1.90% |
| 17 | TRIP COM GROUP LTD | $116.0M | 2329290 | 1.68% |
| 18 | QIFU TECHNOLOGY INC | $82.9M | 6422510 | 1.20% |
| 19 | NIO INC | $79.2M | 13141609 | 1.15% |
| 20 | H WORLD GROUP LTD | $67.4M | 50000000 | 0.98% |
| 21 | PONY AI INC | $39.1M | 4140447 | 0.57% |
| 22 | RLX TECHNOLOGY INC | $17.4M | 7901172 | 0.25% |
| 23 | NETEASE INC | $16.5M | 147655 | 0.24% |
| 24 | LANVIN GROUP HOLDINGS LIMITE | $6.8M | 4500000 | 0.10% |
| 25 | PRENETICS GLOBAL LTD | $6.7M | 346150 | 0.10% |
| 26 | GRAB HOLDINGS LIMITEDCALL | $915K | 9430000 | 0.01% |
| 27 | VICARIOUS SURGICAL INC | $62K | 86666 | 0.00% |
| 28 | PRENETICS GLOBAL LTD | $21K | 1166666 | 0.00% |
| 29 | LANVIN GROUP HOLDINGS LIMITE | $11K | 1000000 | 0.00% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.