CIK: 0001797217
Total reported value
$429.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings INC | Stock-Consumer Disc | 18.45% | — | -17.96% | |
| 2 | ACMR | Acm Research Inc-class A | Stock-Other | 12.31% | — | +19.18% | |
| 3 | ZH | Zhihu Inc. | Stock-Other | 11.77% | — | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 10.38% | — | -31.46% | |
| 5 | ✓ | Cree INC | Stock-Other | 9.87% | — | +6.73% | |
| 6 | WDC | Western Digital CORP | Stock-Tech | 8.20% | — | — | |
| 7 | QFIN | Qfin Holdings Inc-adr | Stock-Other | 7.81% | — | — | |
| 8 | SE | Sea Ltd-adr | Stock-Comm Services | 5.52% | — | -62.06% | |
| 9 | QRVO | Qorvo INC | Stock-Tech | 5.13% | — | -35.29% | |
| 10 | DOYU | DouYu International Holdings Limited | Stock-Other | 4.71% | — | — | |
| 11 | STX | Seagate Technology Holdings plc | Stock-Tech | 2.93% | — | — | |
| 12 | NOAH | Noah Holdings Ltd-spon Ads | Stock-Other | 2.91% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PDD | Pdd Holdings INC | — | EXIT | Sold out |
| 2 | SE | Sea Ltd-adr | — | EXIT | Sold out |
| 3 | TAL | Tal Education Group- Adr | — | EXIT | Sold out |
| 4 | ✓ | Cree INC | — | EXIT | Sold out |
| 5 | NVDA | Nvidia CORP | — | EXIT | Sold out |
| 6 | ACMR | Acm Research Inc-class A | — | EXIT | Sold out |
| 7 | QRVO | Qorvo INC | — | EXIT | Sold out |