ALPHABET INC GOOGL
29.6% 21.66% $647.0M 1.8M $840.1M 2.9M -1.1M -38.04% Reduce INTEL CORP INTC
17.58% 7.88% $384.1M 2.8M $305.5M 6.9M -4.2M -60.26% Reduce Pdd Holdings Inc ADR PDD
16.7% 13.45% $365.1M 4.8M $521.5M 5.1M -318,138 -6.23% Reduce FULL TRUCK ALLIANCE CO LTD YMM
14.66% 8.77% $320.4M 39.5M $339.9M 41.0M -1.5M -3.67% Reduce F FUTU HLDGS LTD SPON ADS CL A FUTU
4.69% 3.51% $102.5M 1.1M $136.3M 996,348 +97,286 +9.76% Add NetEase, Inc. ADR NTES
3.52% 9.21% $77.0M 600,631 $357.1M 3.2M -2.6M -81.17% Reduce ATOUR LIFESTYLE HLDGS LTD ATAT
2.6% 2.46% $56.9M 1.8M $95.4M 2.6M -802,736 -30.98% Reduce Q QFIN HOLDINGS INC AMERICAN DEP QFIN
2.19% 1.1% $47.9M 3.0M $42.5M 3.3M -264,000 -8.01% Reduce APPLE INC AAPL
1.94% 1.63% $42.4M 146,668 $63.0M 248,368 -101,700 -40.95% Reduce TAIWAN SEMICONDUCTOR MANUFAC TSM
1.81% 0.72% $39.7M 83,052 $28.1M 83,052 0 0.00% Unchanged S SEA LTD SPONSORD ADS SE
0.95% 1.04% $20.8M 216,978 $40.4M 488,048 -271,070 -55.54% Reduce MAKEMYTRIP LIMITED MAURITIUS MMYT
0.95% 0.37% $20.7M 388,557 $14.5M 388,557 0 0.00% Unchanged ASML HLDG NV ASML
0.64% — $14.1M 7,070 $0 0 +7,070 New Buy H WORLD GROUP LTD HTHT
0.61% 1.38% $13.4M 321,572 $53.5M 1.1M -741,609 -69.75% Reduce Weride Inc WRD
0.59% 0.46% $12.8M 2.2M $17.8M 2.2M 0 0.00% Unchanged APPLIED OPTOELECTRONICS INC AAOI
0.36% — $7.9M 53,520 $0 0 +53,520 New Buy V VNET GROUP VNET
0.24% — $5.2M 648,500 $0 0 +648,500 New Buy S SUPER HI INTL HLDG LTD HDL
0.15% 0.1% $3.3M 268,341 $3.9M 268,341 0 0.00% Unchanged A ATRENEW INC RERE
0.09% 0.06% $2.0M 525,000 $2.5M 525,000 0 0.00% Unchanged APPLIED MATLS INC AMAT
0.08% — $1.8M 2,520 $0 0 +2,520 New Buy TRIP COM GROUP LTD TCOM
0.02% 3.34% $478,080 12,000 $129.7M 2.6M -2.6M -99.54% Reduce AMAZON COM INC AMZN
— 5.4% $0 0 $209.2M 1.0M -1.0M Exit NVIDIA CORPORATION NVDA
— 3.43% $0 0 $133.0M 762,748 -762,748 Exit META PLATFORMS INC META
— 7.99% $0 0 $309.9M 541,689 -541,689 Exit UNITEDHEALTH GROUP INC UNH
— 0.91% $0 0 $35.3M 130,310 -130,310 Exit LUMENTUM HLDGS INC LITE
— 0.2% $0 0 $7.6M 10,822 -10,822 Exit ALIBABA GROUP HLDG LTD BABA
— 2.27% $0 0 $88.2M 703,009 -703,009 Exit T TAL ED GROUP TAL
— 0.72% $0 0 $27.8M 2.4M -2.4M Exit N NEW ORIENTAL EDUCATION EDU
— 1.94% $0 0 $75.2M 1.3M -1.3M Exit 
