Disclosed positions
| PDD HOLDINGS INC | PDD | SPONSORED ADS | $359,732,590 | 4,715,949 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $262,564,614 | 605,923 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $248,070,644 | 427,038 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $234,797,411 | 1,173,459 | SH | None |
| INTEL CORP | INTC | COM | $209,174,118 | 1,498,060 | SH | None |
| APPLE INC | AAPL | COM | $200,461,084 | 692,774 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $196,075,437 | 410,569 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $172,347,176 | 86,631 | SH | None |
| KLA CORP | KLAC | COM NEW | $165,783,008 | 549,478 | SH | None |
| SANDISK CORP | SNDK | COM | $154,765,980 | 68,067 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $136,460,164 | 118,220 | SH | None |
| MICROSOFT CORP | MSFT | COM | $130,151,900 | 348,914 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $104,949,924 | 352,311 | SH | None |
| ASTERA LABS INC | ALAB | COM | $95,095,529 | 196,877 | SH | None |
| BROADCOM INC | AVGO | COM | $85,311,060 | 225,840 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $82,308,489 | 113,843 | SH | None |
| AMAZON COM INC | AMZN | COM | $66,176,292 | 277,655 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $59,583,228 | 166,727 | SH | None |
| CORNING INC | GLW | COM | $54,154,480 | 212,013 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $43,672,648 | 123,603 | SH | None |
| TESLA INC | TSLA | COM | $42,941,157 | 102,095 | SH | None |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | ORD SHS | $41,796,080 | 43,312 | SH | None |
| FULL TRUCK ALLIANCE CO LTD | YMM | SPONSORED ADS | $37,897,827 | 4,667,220 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $36,330,152 | 48,512 | SH | None |
| META PLATFORMS INC | META | CL A | $35,703,010 | 63,383 | SH | None |
| CISCO SYS INC | CSCO | COM | $32,203,656 | 274,167 | SH | None |
| TENCENT MUSIC ENTMT GROUP | TME | SPON ADS | $29,049,241 | 3,478,951 | SH | None |
| KANZHUN LIMITED | BZ | SPONSORED ADS | $27,529,342 | 2,139,032 | SH | None |
| UNITED MICROELECTRONICS CORP | UMC | SPON ADR NEW | $27,095,446 | 995,790 | SH | None |
| TAL ED GROUP | TAL | SPONSORED ADS | $25,125,576 | 2,625,452 | SH | None |
| WALMART INC | WMT | COM | $24,678,334 | 217,891 | SH | None |
| GE VERNOVA INC | GEV | COM | $22,995,534 | 19,573 | SH | None |
| VIPSHOP HLDGS LTD | VIPS | SPONSORED ADS A | $20,717,915 | 1,562,437 | SH | None |
| SPDR SERIES TRUST | XBI | ST STR SP BIOT | $20,335,125 | 128,500 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $19,201,458 | 20,526 | SH | None |
| WESTERN DIGITAL CORP | WDC | COM | $19,198,007 | 30,057 | SH | None |
| BLOOM ENERGY CORP | BE | COM CL A | $19,116,110 | 63,152 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $18,817,704 | 161,290 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $18,760,526 | 62,940 | SH | None |
| FUTU HLDGS LTD | FUTU | SPON ADS CL A | $17,818,287 | 190,082 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $17,667,905 | 51,809 | SH | None |
| INVESCO DB MULTI-SECTOR COMM | DBO | OIL FD | $17,292,340 | 979,736 | SH | None |
| UNITED STS OIL FD LP | USO | UNITS | $16,196,975 | 152,170 | SH | None |
| LUMENTUM HLDGS INC | LITE | COM | $14,677,116 | 17,105 | SH | None |
| CIENA CORP | CIEN | COM NEW | $14,107,524 | 28,758 | SH | None |
| NETFLIX INC. | NFLX | COM | $13,914,647 | 194,883 | SH | None |
| ATOUR LIFESTYLE HLDGS LTD | ATAT | SPONSORED ADS | $13,674,000 | 430,000 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $13,539,687 | 18,131 | SH | None |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | ORDINARY SHARES | $12,767,509 | 46,948 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $12,271,291 | 16,080 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.