Singapore, U0CIK 15473494 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
20 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Unity Software Inc | 2.64M | $116.73M | 20.9% | −206.7K | Reduced |
| 2 | Lumentum Hldgs Inc | 193.6K | $71.35M | 12.8% | −240.2K | Reduced |
| 3 | Oracle Corp | 347.0K | $67.63M | 12.1% | +279.0K | Added |
| 4 | Coherent Corp |
| 332.3K |
| $61.33M |
| 11.0% |
| −184.7K |
| Reduced |
| 5 | Nvidia Corporation | 322.8K | $60.20M | 10.8% | +322.8K | New |
| 6 | Atour Lifestyle Hldgs Ltd | 806.0K | $31.76M | 5.7% | +806.0K | New |
| 7 | Riot Platforms Inc | 1.41M | $17.86M | 3.2% | +1.41M | New |
| 8 | Celestica Inc | 60.0K | $17.74M | 3.2% | +60.0K | New |
| 9 | Bloom Energy Corp | 202.0K | $17.55M | 3.1% | +202.0K | New |
| 10 | Coreweave Inc | 217.0K | $15.54M | 2.8% | +217.0K | New |
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