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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | PDD HOLDINGS INC | $132.3M | 1294753 | 43.57% |
| 2 | TESLA INC | $25.0M | 67359 | 8.25% |
| 3 | NVIDIA CORPORATION | $22.4M | 128675 | 7.39% |
| 4 | DINGDONG CAYMAN LTD | $20.5M | 7989001 | 6.76% |
| 5 | WATERDROP INC | $18.3M | 11485432 | 6.02% |
| 6 | BITMINE IMMERSION TECNOLOGIE | $13.4M | 675176 | 4.40% |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | $11.3M | 33480 | 3.73% |
| 8 | BLOOM ENERGY CORP | $9.8M | 72128 | 3.22% |
| 9 | ZKH GROUP LTD | $7.1M | 2397979 | 2.34% |
| 10 | ALPHABET INC | $7.0M | 24500 | 2.32% |
| 11 | CLEANSPARK INC | $6.3M | 734587 | 2.06% |
| 12 | SHARPLINK GAMING INC | $5.9M | 911609 | 1.94% |
| 13 | CITIGROUP INC | $4.3M | 37944 | 1.41% |
| 14 | FULL TRUCK ALLIANCE CO LTD | $4.2M | 510383 | 1.38% |
| 15 | KANZHUN LIMITED | $3.8M | 281563 | 1.24% |
| 16 | STRATEGY INC | $3.7M | 30000 | 1.23% |
| 17 | BANK AMERICA CORP | $2.6M | 52636 | 0.84% |
| 18 | URANIUM ENERGY CORP | $2.4M | 178500 | 0.79% |
| 19 | ENERGY FUELS INC | $2.0M | 109769 | 0.66% |
| 20 | BULLISH | $785K | 21978 | 0.26% |
| 21 | SUPERX AI TECHNOLOGY LTD | $431K | 53897 | 0.14% |
| 22 | NUSCALE PWR CORP | $191K | 17605 | 0.06% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.