Allocation by class
Portfolio Concentration
Top 3 weight
79.5%
Top 10 weight
99.9%
Voting Authority Distribution
Total shares with voting rights: 24.73M
Full voting authority
24.73M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SANDISK CORPDFND | COM | 80.32K | SH | $182.62M 42.31% | 80.32K | 0.00 | 0.00 |
PDD HOLDINGS INCDFND | SPONSORED ADS | 1.29M | SH | $98.76M 22.88% | 1.29M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCDFND | COM | 53.35K | SH | $61.57M 14.26% | 53.35K | 0.00 | 0.00 |
BLOOM ENERGY CORPDFND | COM CL A | 101.94K | SH | $30.86M 7.15% | 101.94K | 0.00 | 0.00 |
DINGDONG CAYMAN LTDDFND | ADS | 7.99M | SH | $15.42M 3.57% | 7.99M | 0.00 | 0.00 |
WATERDROP INCDFND | ADS | 11.49M | SH | $12.98M 3.01% | 11.49M | 0.00 | 0.00 |
CLEANSPARK INCDFND | COM NEW | 734.59K | SH | $10.69M 2.48% | 734.59K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 24.50K | SH | $8.76M 2.03% | 24.50K | 0.00 | 0.00 |
ZKH GROUP LTDDFND | SPONSORED ADS | 2.40M | SH | $5.42M 1.26% | 2.40M | 0.00 | 0.00 |
FULL TRUCK ALLIANCE CO LTDDFND | SPONSORED ADS | 510.38K | SH | $4.10M 0.95% | 510.38K | 0.00 | 0.00 |
SUPERX AI TECHNOLOGY LTDDFND | USD ORD SHS NEW | 53.90K | SH | $431.2K 0.10% | 53.90K | 0.00 | 0.00 |