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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | $469.3M | 4593053 | 13.94% |
| 2 | NVIDIA CORPORATION | $234.7M | 1345774 | 6.97% |
| 3 | APPLE INC | $181.7M | 716058 | 5.40% |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | $176.1M | 521073 | 5.23% |
| 5 | LUMENTUM HLDGS INC | $147.2M | 209446 | 4.37% |
| 6 | MICROSOFT CORP | $126.8M | 342436 | 3.77% |
| 7 | ALPHABET INC | $126.1M | 438615 | 3.75% |
| 8 | CORNING INC | $94.0M | 691273 | 2.79% |
| 9 | AXT INC | $72.0M | 1262719 | 2.14% |
| 10 | BROADCOM INC | $71.1M | 229709 | 2.11% |
| 11 | TOWER SEMICONDUCTOR LTD | $61.0M | 347752 | 1.81% |
| 12 | MICRON TECHNOLOGY INC | $49.0M | 145173 | 1.46% |
| 13 | AMAZON COM INC | $48.2M | 231201 | 1.43% |
| 14 | ALPHABET INC | $48.0M | 167296 | 1.43% |
| 15 | ASML HLDG NV | $45.3M | 34286 | 1.35% |
| 16 | FULL TRUCK ALLIANCE CO LTD | $37.4M | 4508935 | 1.11% |
| 17 | SANDISK CORP | $36.7M | 57747 | 1.09% |
| 18 | META PLATFORMS INC | $36.3M | 63390 | 1.08% |
| 19 | INTEL CORP | $35.6M | 807234 | 1.06% |
| 20 | TESLA INC | $35.4M | 95262 | 1.05% |
| 21 | FUTU HLDGS LTD | $35.0M | 256145 | 1.04% |
| 22 | KLA CORP | $35.0M | 23772 | 1.04% |
| 23 | ADVANCED MICRO DEVICES INC | $30.1M | 147961 | 0.89% |
| 24 | ISHARES TR | $29.0M | 44471 | 0.86% |
| 25 | TENCENT MUSIC ENTMT GROUP | $26.1M | 2809453 | 0.77% |
| 26 | WALMART INC | $25.0M | 201278 | 0.74% |
| 27 | LAM RESEARCH CORP | $24.4M | 114396 | 0.73% |
| 28 | TAL ED GROUP | $24.3M | 2140520 | 0.72% |
| 29 | KANZHUN LIMITED | $23.3M | 1739331 | 0.69% |
| 30 | PALANTIR TECHNOLOGIES INC | $22.7M | 154949 | 0.67% |
| 31 | MARVELL TECHNOLOGY INC | $21.7M | 218685 | 0.64% |
| 32 | VIPSHOP HLDGS LTD | $21.1M | 1344173 | 0.63% |
| 33 | CISCO SYS INC | $20.3M | 262145 | 0.60% |
| 34 | INVESCO DB MULTI-SECTOR COMM | $19.3M | 979736 | 0.57% |
| 35 | COSTCO WHOLESALE CORPORATION | $18.9M | 18986 | 0.56% |
| 36 | CIENA CORP | $18.6M | 47951 | 0.55% |
| 37 | APPLIED MATLS INC | $18.1M | 52892 | 0.54% |
| 38 | NETFLIX INC. | $17.4M | 181089 | 0.52% |
| 39 | ATOUR LIFESTYLE HLDGS LTD | $16.6M | 450000 | 0.49% |
| 40 | SPDR SERIES TRUST | $16.4M | 128500 | 0.49% |
| 41 | TEXAS INSTRS INC | $16.1M | 82721 | 0.48% |
| 42 | UNITED STS BRENT OIL FD LP | $15.3M | 293412 | 0.45% |
| 43 | UNITED STS OIL FD LP | $14.8M | 116459 | 0.44% |
| 44 | ETFS GOLD TR | $13.7M | 306890 | 0.41% |
| 45 | GE VERNOVA INC | $13.5M | 15470 | 0.40% |
| 46 | WORLD GOLD TR | $13.4M | 144525 | 0.40% |
| 47 | ISHARES GOLD TR | $13.2M | 149964 | 0.39% |
| 48 | SPDR GOLD TR | $12.9M | 30033 | 0.38% |
| 49 | BLOOM ENERGY CORP | $11.2M | 82649 | 0.33% |
| 50 | STATE STR SPDR S&P 500 ETF T | $10.9M | 16827 | 0.33% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.