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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $68.1M | 365060 | 29.65% |
| 2 | PDD HOLDINGS INC | $66.3M | 501460 | 28.85% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | $33.4M | 119580 | 14.54% |
| 4 | META PLATFORMS CL A ORD | $17.8M | 24300 | 7.77% |
| 5 | LUCKIN COFFEE ADR REP 8 ORD | $16.0M | 421321 | 6.97% |
| 6 | ALPHABET INC | $6.5M | 26500 | 2.81% |
| 7 | TESLA INC | $5.7M | 12815 | 2.48% |
| 8 | BROADCOM INC | $2.7M | 8290 | 1.19% |
| 9 | CHAGEE HLDGS LTD | $2.6M | 157457 | 1.13% |
| 10 | CREDO TECHNOLOGY GROUP HOLDI | $2.4M | 16800 | 1.06% |
| 11 | ROBLOX CORP | $2.1M | 15140 | 0.91% |
| 12 | YUANBAO INC | $1.3M | 66666 | 0.57% |
| 13 | PALANTIR TECHNOLOGIES INC | $857K | 4700 | 0.37% |
| 14 | SEA LTD | $762K | 4266 | 0.33% |
| 15 | SHOPIFY INC | $761K | 5119 | 0.33% |
| 16 | ISHARES BITCOIN TRUST ETF | $260K | 3993 | 0.11% |
| 17 | ISHARES ETHEREUM TR | $222K | 7050 | 0.10% |
| 18 | VENTAS INC | $222K | 3172 | 0.10% |
| 19 | DIGITAL RLTY TR INC | $219K | 1268 | 0.10% |
| 20 | PULTE GROUP INC | $217K | 1640 | 0.09% |
| 21 | EQUINIX INC | $209K | 267 | 0.09% |
| 22 | HOST HOTELS & RESORTS INC | $194K | 11395 | 0.08% |
| 23 | AMERICAN HEALTHCARE REIT INC | $184K | 4375 | 0.08% |
| 24 | D R HORTON INC | $183K | 1077 | 0.08% |
| 25 | CIRCLE INTERNET GROUP INC | $115K | 870 | 0.05% |
| 26 | WELLTOWER INC | $101K | 569 | 0.04% |
| 27 | KE HLDGS INC | $76K | 4000 | 0.03% |
| 28 | VICI PPTYS INC | $75K | 2296 | 0.03% |
| 29 | NVR INC | $56K | 7 | 0.02% |
| 30 | IRON MTN INC DEL | $46K | 455 | 0.02% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.