|
META
|
US |
META PLATFORMS INC-CLASS A |
878,964 |
$515M |
16.26% |
1.8%
|
- |
|
PDD
|
US |
PDD HOLDINGS INC |
4,635,519 |
$450M |
14.20% |
2.6%
|
- |
|
NTES
|
US |
NETEASE INC-ADR |
3,632,870 |
$324M |
10.24% |
10.8%
|
- |
|
YMM
|
US |
FULL TRUCK ALLIANCE -SPN ADR |
26,019,803 |
$282M |
8.89% |
7.4%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
1,244,950 |
$246M |
7.77% |
-27.7%
|
- |
|
AAPL
|
US |
APPLE INC |
744,308 |
$186M |
5.89% |
-1.6%
|
- |
|
DASH
|
US |
DOORDASH INC - A |
1,032,907 |
$173M |
5.47% |
-
|
- |
|
ZTO
|
US |
ZTO EXPRESS CAYMAN INC-ADR |
6,617,077 |
$129M |
4.09% |
10.6%
|
- |
|
QFIN
|
US |
QIFU TECHNOLOGY INC |
2,688,992 |
$103M |
3.26% |
-21.3%
|
- |
|
FUTU
|
US |
FUTU HOLDINGS LTD-ADR |
1,282,934 |
$103M |
3.24% |
-31.9%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
501,299 |
$95M |
3.00% |
953.0%
|
- |
|
NBIS
|
US |
NEBIUS GROUP NV |
3,159,776 |
$88M |
2.77% |
100.0%
|
- |
|
EDU
|
US |
NEW ORIENTAL EDUCATIO-SP ADR |
1,228,318 |
$79M |
2.49% |
-32.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
177,933 |
$75M |
2.37% |
51.6%
|
- |
|
DQ
|
US |
DAQO NEW ENERGY CORP-ADR |
2,714,780 |
$53M |
1.67% |
5286.6%
|
- |
|
FWONK
|
US |
LIBERTY MEDIA CORP-LIB-NEW-C |
398,593 |
$37M |
1.17% |
100.0%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
115,000 |
$36M |
1.15% |
-
|
- |
|
TAL
|
US |
TAL EDUCATION GROUP- ADR |
3,320,955 |
$33M |
1.05% |
-
|
- |
|
SE
|
US |
SEA LTD-ADR |
212,569 |
$23M |
0.71% |
145.7%
|
- |
|
AS
|
US |
AMER SPORTS INC |
772,805 |
$22M |
0.68% |
100.0%
|
- |