|
NVDA
|
US |
NVIDIA CORP |
1,034,860 |
$139M |
15.32% |
156.3%
|
- |
|
AS
|
US |
AMER SPORTS INC |
3,606,363 |
$101M |
11.12% |
188.2%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
394,241 |
$78M |
8.58% |
9.5%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
336,528 |
$74M |
8.14% |
2303.8%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
106,848 |
$63M |
6.90% |
75.2%
|
- |
|
BABA
|
US |
ALIBABA GROUP HOLDING-SP ADR |
634,200 |
$54M |
5.93% |
364.4%
|
- |
|
CRM
|
US |
SALESFORCE INC |
152,451 |
$51M |
5.62% |
100.0%
|
- |
|
GEV
|
US |
GE VERNOVA INC |
136,270 |
$45M |
4.94% |
-16.9%
|
- |
|
BEKE
|
US |
KE HOLDINGS INC-ADR |
2,327,198 |
$43M |
4.73% |
1761.8%
|
- |
|
TPR
|
US |
TAPESTRY INC |
654,547 |
$43M |
4.71% |
100.0%
|
- |
|
NOW
|
US |
SERVICENOW INC |
39,100 |
$41M |
4.57% |
1855.0%
|
- |
|
DUOL
|
US |
DUOLINGO |
62,500 |
$20M |
2.23% |
100.0%
|
- |
|
SAP
|
US |
SAP SE-SPONSORED ADR |
70,100 |
$17M |
1.90% |
100.0%
|
- |
|
TSLA
|
US |
TESLA INC |
37,900 |
$15M |
1.69% |
-46.2%
|
- |
|
SPOT
|
US |
SPOTIFY TECHNOLOGY SA |
33,500 |
$15M |
1.65% |
100.0%
|
- |
|
ZM
|
US |
ZOOM COMMUNICATIONS INC |
180,700 |
$15M |
1.63% |
100.0%
|
- |
|
FUTU
|
US |
FUTU HOLDINGS LTD-ADR |
149,977 |
$12M |
1.32% |
899.8%
|
- |
|
CMI
|
US |
CUMMINS INC |
32,645 |
$11M |
1.25% |
100.0%
|
- |
|
SEALTD 0.25 09/15/26
|
TRACE |
SEA LTD |
9,258,000 |
$8M |
0.93% |
-
|
- |
|
RDDT
|
US |
REDDIT INC-CL A |
50,100 |
$8M |
0.90% |
100.0%
|
- |