|
NVDA
|
US |
NVIDIA CORP |
1,231,306 |
$165M |
10.09% |
108.6%
|
- |
|
FUTU
|
US |
FUTU HOLDINGS LTD-ADR |
830,842 |
$66M |
4.06% |
170.6%
|
- |
|
TPR
|
US |
TAPESTRY INC |
1,006,452 |
$66M |
4.01% |
100.0%
|
- |
|
YY
|
US |
JOYY INC-ADR |
1,502,473 |
$63M |
3.84% |
-17.1%
|
- |
|
BABA
|
US |
ALIBABA GROUP HOLDING-SP ADR |
545,257 |
$46M |
2.82% |
1632.3%
|
- |
|
VSCO
|
US |
VICTORIA'S SECRET & CO |
910,008 |
$38M |
2.30% |
100.0%
|
- |
|
JD
|
US |
JD.COM INC-ADR |
956,090 |
$33M |
2.02% |
-47.8%
|
- |
|
SCHW
|
US |
SCHWAB (CHARLES) CORP |
380,285 |
$28M |
1.72% |
255.8%
|
- |
|
CRDO
|
US |
CREDO TECHNOLOGY GROUP HOLDI |
399,656 |
$27M |
1.64% |
211.8%
|
- |
|
LITE
|
US |
LUMENTUM HOLDINGS INC |
314,206 |
$26M |
1.61% |
10.7%
|
- |
|
MXL
|
US |
MAXLINEAR INC |
1,297,210 |
$26M |
1.57% |
100.0%
|
- |
|
KLIC
|
US |
KULICKE & SOFFA INDUSTRIES |
516,705 |
$24M |
1.47% |
100.0%
|
- |
|
QFIN
|
US |
QIFU TECHNOLOGY INC |
601,579 |
$23M |
1.41% |
12.3%
|
- |
|
AS
|
US |
AMER SPORTS INC |
827,773 |
$23M |
1.41% |
-60.1%
|
- |
|
EDU
|
US |
NEW ORIENTAL EDUCATIO-SP ADR |
344,948 |
$22M |
1.35% |
100.0%
|
- |
|
MCK
|
US |
MCKESSON CORP |
38,227 |
$22M |
1.33% |
100.0%
|
- |
|
OLED
|
US |
UNIVERSAL DISPLAY CORP |
143,312 |
$21M |
1.28% |
100.0%
|
- |
|
DECK
|
US |
DECKERS OUTDOOR CORP |
98,336 |
$20M |
1.22% |
100.0%
|
- |
|
GRMN
|
US |
GARMIN LTD |
91,992 |
$19M |
1.16% |
100.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
86,776 |
$19M |
1.16% |
100.0%
|
- |