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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | H WORLD GROUP LTD | $124.7M | 2480514 | 29.28% |
| 2 | PDD HOLDINGS INC | $109.0M | 1066906 | 25.59% |
| 3 | NVIDIA CORPORATION | $50.6M | 290000 | 11.87% |
| 4 | YUM CHINA HLDGS INC | $34.8M | 713999 | 8.18% |
| 5 | ALPHABET INC | $28.7M | 100000 | 6.73% |
| 6 | LUMENTUM HLDGS INC | $17.6M | 25000 | 4.12% |
| 7 | KANZHUN LIMITED | $9.2M | 688084 | 2.16% |
| 8 | MOSAIC CO | $7.7M | 300000 | 1.80% |
| 9 | IQIYI INC | $6.5M | 4800000 | 1.52% |
| 10 | ADVANCED MICRO DEVICES INC | $6.1M | 30000 | 1.43% |
| 11 | TRIP COM GROUP LTD | $5.7M | 115000 | 1.34% |
| 12 | RLX TECHNOLOGY INC | $5.7M | 2595484 | 1.34% |
| 13 | XPENG INC | $4.1M | 240000 | 0.96% |
| 14 | TAIWAN SEMICONDUCTOR MANUFAC | $4.1M | 12120 | 0.96% |
| 15 | FUTU HLDGS LTD | $2.7M | 20000 | 0.64% |
| 16 | NETEASE COM INC | $2.2M | 20000 | 0.53% |
| 17 | KE HLDGS INC | $1.8M | 123389 | 0.43% |
| 18 | YATSEN HLDG LTD | $1.6M | 529993 | 0.38% |
| 19 | SANDISK CORP | $1.3M | 2037 | 0.30% |
| 20 | MICRON TECHNOLOGY INC | $1.3M | 3799 | 0.30% |
| 21 | NIO INC | $434K | 72094 | 0.10% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.