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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | FULL TRUCK ALLIANCE CO LTD | $91.7M | 11050000 | 22.88% |
| 2 | PDD HOLDINGS INCCALL | $76.6M | 7500 | 19.12% |
| 3 | ALIBABA GROUP HLDG LTDPUT | $65.9M | 5250 | 16.43% |
| 4 | ALIBABA GROUP HLDG LTD | $65.6M | 523270 | 16.38% |
| 5 | SANDISK CORPPUT | $52.4M | 825 | 13.08% |
| 6 | LUFAX HOLDING LTD | $23.2M | 12404000 | 5.79% |
| 7 | PDD HOLDINGS INC | $9.6M | 94336 | 2.40% |
| 8 | JOYY INC | $3.8M | 65547 | 0.95% |
| 9 | META PLATFORMS INC | $3.7M | 6420 | 0.92% |
| 10 | NVIDIA CORPORATION | $3.6M | 20500 | 0.89% |
| 11 | MICRON TECHNOLOGY INC | $2.6M | 7700 | 0.65% |
| 12 | HELLO GROUP INC | $1.3M | 233234 | 0.34% |
| 13 | LUMENTUM HLDGS INC | $668K | 950 | 0.17% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.