|
AMZN
|
US |
AMAZON.COM INC |
162,519 |
$36M |
6.18% |
501.8%
|
- |
|
AS
|
US |
AMER SPORTS INC |
1,129,736 |
$32M |
5.48% |
157.4%
|
- |
|
BA
|
US |
BOEING CO/THE |
105,970 |
$19M |
3.25% |
100.0%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
130,266 |
$17M |
3.03% |
52.7%
|
- |
|
TSM
|
US |
TAIWAN SEMICONDUCTOR-SP ADR |
86,493 |
$17M |
2.96% |
47.7%
|
- |
|
JD
|
US |
JD.COM INC-ADR |
469,590 |
$16M |
2.82% |
-16.9%
|
- |
|
QFIN
|
US |
QIFU TECHNOLOGY INC |
386,863 |
$15M |
2.57% |
167.7%
|
- |
|
PDD
|
US |
PDD HOLDINGS INC |
141,155 |
$14M |
2.37% |
11.1%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
21,345 |
$12M |
2.17% |
-27.7%
|
- |
|
FUTU
|
US |
FUTU HOLDINGS LTD-ADR |
151,685 |
$12M |
2.10% |
-31.2%
|
- |
|
TLT
|
US |
ISHARES 20+ YEAR TREASURY BD |
127,594 |
$11M |
1.93% |
148.3%
|
- |
|
AVGO
|
US |
BROADCOM INC |
45,600 |
$11M |
1.83% |
34.9%
|
- |
|
TPR
|
US |
TAPESTRY INC |
160,342 |
$10M |
1.82% |
100.0%
|
- |
|
BEKE
|
US |
KE HOLDINGS INC-ADR |
564,845 |
$10M |
1.80% |
106.5%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
16,079 |
$9M |
1.63% |
904.3%
|
- |
|
TAL
|
US |
TAL EDUCATION GROUP- ADR |
932,622 |
$9M |
1.62% |
67.1%
|
- |
|
BILI
|
US |
BILIBILI INC-SPONSORED ADR |
490,957 |
$9M |
1.54% |
-20.8%
|
- |
|
TCOM
|
US |
TRIP.COM GROUP LTD-ADR |
111,318 |
$8M |
1.33% |
-23.3%
|
- |
|
DECK
|
US |
DECKERS OUTDOOR CORP |
37,816 |
$8M |
1.33% |
12.2%
|
- |
|
HDB
|
US |
HDFC BANK LTD-ADR |
119,596 |
$8M |
1.32% |
100.0%
|
- |