SINGAPORE, U0
Allocation by class
Portfolio Concentration
Top 3 weight
34.8%
Top 10 weight
79.7%
Voting Authority Distribution
Total shares with voting rights: 8.63M
Full voting authority
8.63M
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 |
|---|---|---|---|---|---|---|---|
UNITY SOFTWARE INCSOLE | COM | 2.64M | SH | $57.98M 11.77% | 2.64M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 185K | SH | $57.26M 11.62% | 185K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 322.79K | SH | $56.29M 11.43% | 322.79K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 73.58K | SH | $51.71M 10.49% | 73.58K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 347K | SH | $51.05M 10.36% | 347K | 0.00 | 0.00 |
ATOUR LIFESTYLE HLDGS LTDSOLE | SPONSORED ADS | 806K | SH | $29.67M 6.02% | 806K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 112.30K | SH | $26.75M 5.43% | 112.30K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 93.40K | SH | $26.31M 5.34% | 93.40K | 0.00 | 0.00 |
GDS HLDGS LTDSOLE | SPONSORED ADS | 445.05K | SH | $17.93M 3.64% | 445.05K | 0.00 | 0.00 |
RIOT PLATFORMS INCSOLE | COM | 1.45M | SH | $17.92M 3.64% | 1.45M | 0.00 | 0.00 |
HESAI GROUPSOLE | SPONSORED ADS | 865K | SH | $16.54M 3.36% | 865K | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 418K | SH | $13.76M 2.79% | 418K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 101K | SH | $13.68M 2.78% | 101K | 0.00 | 0.00 |
JOYY INCSOLE | ADS REPSTG COM A | 174K | SH | $10.16M 2.06% | 174K | 0.00 | 0.00 |
RALPH LAUREN CORPSOLE | CL A | 28.30K | SH | $9.73M 1.98% | 28.30K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 24.30K | SH | $9.43M 1.91% | 24.30K | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 67.50K | SH | $6.34M 1.29% | 67.50K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 67.50K | SH | $5.43M 1.10% | 67.50K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 15K | SH | $3.54M 0.72% | 15K | 0.00 | 0.00 |
V F CORPSOLE | COM | 177K | SH | $3.01M 0.61% | 177K | 0.00 | 0.00 |
AMERICAN EAGLE OUTFITTERS INSOLE | COM | 178K | SH | $2.97M 0.60% | 178K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 23.50K | SH | $2.92M 0.59% | 23.50K | 0.00 | 0.00 |
BOOT BARN HLDGS INCSOLE | COM | 15.90K | SH | $2.33M 0.47% | 15.90K | 0.00 | 0.00 |