Hong Kong, K3CIK 14740694 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
17 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 1.26M | $395.60M | 31.5% | −3.6K | Reduced |
| 2 | Palantir Technologies Inc | 2.04M | $361.76M | 28.8% | −4.4K | Reduced |
| 3 | Lauder Estee Cos Inc | 1.40M | $146.69M | 11.7% | +577.3K | Added |
| 4 | Circle Internet Group Inc |
| 1.25M |
| $99.12M |
| 7.9% |
| +700.1K |
| Added |
| 5 | Nvidia Corporation | 477.2K | $89.00M | 7.1% | −612.1K | Reduced |
| 6 | Atour Lifestyle Hldgs Ltd | 1.48M | $58.38M | 4.6% | +1.46M | Added |
| 7 | Oracle Corp | 247.3K | $48.20M | 3.8% | +247.3K | New |
| 8 | Miniso Group Hldg Ltd | 2.29M | $42.95M | 3.4% | −5.72M | Reduced |
| 9 | Zooz Pwr Ltd | 8.00M | $3.50M | 0.3% | +8.00M | New |
| 10 | Bilibili Inc | 126.1K | $3.10M | 0.2% | +61.1K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio