NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
38.4%
Top 10 weight
87.5%
Voting Authority Distribution
Total shares with voting rights: 1.81M
Full voting authority
1.81M
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 |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 51.89K | SH | $24.78M 13.93% | 51.89K | 0.00 | 0.00 |
MYR GROUP INCSOLE | COM | 47.88K | SH | $23.96M 13.46% | 47.88K | 0.00 | 0.00 |
ATI INCSOLE | COM | 99.68K | SH | $19.65M 11.04% | 99.68K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 54.75K | SH | $19.57M 10.99% | 54.75K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 37.54K | SH | $15.97M 8.98% | 37.54K | 0.00 | 0.00 |
VIKING HOLDINGS LTDSOLE | ORD SHS | 141.58K | SH | $14.82M 8.33% | 141.58K | 0.00 | 0.00 |
ICICI BANK LIMITEDSOLE | ADR | 430.33K | SH | $12.49M 7.02% | 430.33K | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 29.51K | SH | $10.19M 5.73% | 29.51K | 0.00 | 0.00 |
ATOUR LIFESTYLE HLDGS LTDSOLE | SPONSORED ADS | 253.42K | SH | $8.06M 4.53% | 253.42K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 81.44K | SH | $6.21M 3.49% | 81.44K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 10.58K | SH | $4.72M 2.65% | 10.58K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 4.36K | SH | $4.20M 2.36% | 4.36K | 0.00 | 0.00 |
VNET GROUP INCSOLE | SPONSORED ADS A | 478.25K | SH | $3.85M 2.16% | 478.25K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 5.55K | SH | $3.23M 1.81% | 5.55K | 0.00 | 0.00 |
FLUOR CORPSOLE | COM | 49.45K | SH | $2.59M 1.46% | 49.45K | 0.00 | 0.00 |
PRIMORIS SVCS CORPSOLE | COM | 20.17K | SH | $2.00M 1.12% | 20.17K | 0.00 | 0.00 |
ACM RESH INCSOLE | COM CL A | 13.22K | SH | $1.68M 0.94% | 13.22K | 0.00 | 0.00 |