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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $840.1M | 2921634 | 35.13% |
| 2 | META PLATFORMS INC | $309.9M | 541689 | 12.96% |
| 3 | INTEL CORP | $305.5M | 6923236 | 12.78% |
| 4 | AMAZON COM INC | $209.2M | 1004700 | 8.75% |
| 5 | FUTU HLDGS LTD | $136.3M | 996348 | 5.70% |
| 6 | NVIDIA CORPORATION | $133.0M | 762748 | 5.56% |
| 7 | PDD HOLDINGS INC | $66.8M | 653575 | 2.79% |
| 8 | APPLE INC | $63.0M | 248368 | 2.64% |
| 9 | SEA LTD | $40.4M | 488048 | 1.69% |
| 10 | FULL TRUCK ALLIANCE CO LTD | $35.4M | 4268912 | 1.48% |
| 11 | UNITEDHEALTH GROUP INC | $35.3M | 130310 | 1.47% |
| 12 | H WORLD GROUP LTD | $30.9M | 613572 | 1.29% |
| 13 | TAIWAN SEMICONDUCTOR MANUFAC | $28.1M | 83052 | 1.17% |
| 14 | NETEASE COM INC | $27.4M | 244767 | 1.15% |
| 15 | ALIBABA GROUP HLDG LTD | $25.1M | 200305 | 1.05% |
| 16 | TRIP COM GROUP LTD | $22.8M | 457000 | 0.95% |
| 17 | ATOUR LIFESTYLE HLDGS LTD | $22.2M | 603000 | 0.93% |
| 18 | WERIDE INC | $17.8M | 2201800 | 0.74% |
| 19 | MAKEMYTRIP LIMITED MAURITIUS | $14.5M | 388557 | 0.61% |
| 20 | LUMENTUM HLDGS INC | $7.6M | 10822 | 0.32% |
| 21 | QFIN HOLDINGS INC | $7.2M | 556164 | 0.30% |
| 22 | TAL ED GROUP | $4.8M | 422119 | 0.20% |
| 23 | SUPER HI INTL HLDG LTD | $3.9M | 268341 | 0.16% |
| 24 | ATRENEW INC | $2.5M | 525000 | 0.10% |
| 25 | NEW ORIENTAL ED & TECHNOLOGY | $1.5M | 26984 | 0.06% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.