HONG KONG, F4
Allocation by class
Portfolio Concentration
Top 3 weight
49.2%
Top 10 weight
91.4%
Voting Authority Distribution
Total shares with voting rights: 3.78M
Full voting authority
3.48M
shares
Joint voting authority
0.00
shares
No voting authority
295K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFGSOLE | SPONSORED ADS | 336K | SH | $113.55M 18.26% | 336K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 189K | SH | $108.13M 17.39% | 189K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 295K | SH | $84.62M 13.61% | 0.00 | 0.00 | 295K |
ALPHABET INCSOLE | CAP STK CL A | 230K | SH | $66.14M 10.63% | 230K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 315K | SH | $54.94M 8.83% | 315K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 107K | SH | $36.15M 5.81% | 107K | 0.00 | 0.00 |
TRIP COM GROUP LTDSOLE | ADS | 660K | SH | $32.86M 5.28% | 660K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 210K | SH | $31.53M 5.07% | 210K | 0.00 | 0.00 |
ROBINHOOD MARKETS INCSOLE | COM CL A | 367K | SH | $25.43M 4.09% | 367K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 150K | SH | $15.33M 2.46% | 150K | 0.00 | 0.00 |
LUMENTUM HOLDINGS INCSOLE | COM | 20K | SH | $14.06M 2.26% | 20K | 0.00 | 0.00 |
FUTU HLDGS LTDSOLE | SPON ADS CL A | 100K | SH | $13.68M 2.20% | 100K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 200K | SH | $11.31M 1.82% | 200K | 0.00 | 0.00 |
ON HLDG AGSOLE | NAMEN AKT A | 300K | SH | $10.21M 1.64% | 300K | 0.00 | 0.00 |
KANZHUN LTDSOLE | SPON ADS CL A | 300K | SH | $4.02M 0.65% | 300K | 0.00 | 0.00 |