CIK: 0001660531
Total reported value
$723.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 37.79% | — | — | |
| 2 | GRAB | Grab Holdings Limited | Stock-Tech | 19.20% | — | — | |
| 3 | QCOM | Qualcomm INC | Stock-Tech | 9.30% | — | — | |
| 4 | AVGO | Broadcom INC | Stock-Tech | 8.46% | -3.09% | — | |
| 5 | MU | Micron Technology INC | Stock-Tech | 8.39% | — | — | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 5.85% | +2.11% | — | |
| 7 | TAL | Tal Education Group- Adr | Stock-Consumer Staples | 4.74% | -0.24% | -74.08% | |
| 8 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 2.65% | — | — | |
| 9 | ATVIEUR | Activision Blizzard INC | Stock-Comm Services | 1.27% | — | — | |
| 10 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.89% | — | — | |
| 11 | U | Unity Software INC | Stock-Tech | 0.86% | -4.31% | EXIT | |
| 12 | WDC | Western Digital CORP | Stock-Tech | 0.60% | — | -31.19% |