CIK: 0002008306
Total reported value
$332.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MRVL | Marvell Technology INC | Stock-Tech | 8.33% | — | — | |
| 2 | TAL | Tal Education Group- Adr | Stock-Consumer Staples | 7.68% | -2.22% | EXIT | |
| 3 | SNPS | Synopsys INC | Stock-Tech | 7.66% | -6.60% | — | |
| 4 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 7.14% | — | — | |
| 5 | RBRK | Rubrik Inc-a | Stock-Tech | 6.69% | — | — | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.56% | -9.43% | — | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 6.14% | — | +43.52% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 5.84% | -10.69% | — | |
| 9 | HOOD | Robinhood Markets INC - A | Stock-Financials | 5.78% | +0.50% | NEW | |
| 10 | EDU | New Oriental Educatio-sp Adr | Stock-Consumer Staples | 5.05% | -2.37% | — | |
| 11 | ROOT | Root Inc/oh -class A | Stock-Other | 5.00% | — | +138.38% | |
| 12 | TCOM | Trip.com Group Ltd-adr | Stock-Consumer Disc | 4.46% | — | +7.60% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.71% | +4.87% | -64.87% | |
| 14 | ZETA | Zeta Global Holdings Corp-a | Stock-Tech | 3.66% | — | — | |
| 15 | GDS | Gds Holdings LTD - Adr | Stock-Other | 3.26% | — | +60.45% | |
| 16 | LX | Lexinfintech Holdings L-adr | Stock-Other | 2.79% | — | -16.07% | |
| 17 | INTC | Intel CORP | Stock-Tech | 2.48% | +0.16% | -71.58% | |
| 18 | CYD | China Yuchai International Limited | Stock-Other | 2.32% | — | +16.63% | |
| 19 | ATAT | Atour Lifestyle Holdings-adr | Stock-Other | 2.08% | +0.24% | +44.76% | |
| 20 | MP | Mp Materials CORP | Stock-Materials | 2.05% | — | — | |
| 21 | VNET | Vnet Group Inc-adr | Stock-Other | 0.60% | — | -82.21% | |
| 22 | TSLA | Tesla INC | Stock-Consumer Disc | 0.32% | +4.68% | NEW | |
| 23 | DUOL | Duolingo | Stock-Tech | 0.20% | — | — | |
| 24 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.12% | — | -88.01% | |
| 25 | SBET | Sharplink INC | Stock-Other | 0.10% | — | — |