Hong Kong, K3CIK 15836724 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
36 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Seagate Technology Hldngs Pl | 88.2K | $24.30M | 16.2% | +66.4K | Added |
| 2 | Micron Technology Inc | 83.7K | $23.90M | 15.9% | +71.7K | Added |
| 3 | Western Digital Corp | 133.7K | $23.04M | 15.3% | +100.3K | Added |
| 4 | Taiwan Semiconductor Mfg Ltd |
| 43.8K |
| $13.31M |
| 8.9% |
| −8.7K |
| Reduced |
| 5 | Sandisk Corp | 52.8K | $12.54M | 8.3% | +25.6K | Added |
| 6 | Nvidia Corporation | 48.4K | $9.03M | 6.0% | −111.1K | Reduced |
| 7 | Alphabet Inc | 22.3K | $7.00M | 4.7% | +9.4K | Added |
| 8 | Alibaba Group Hldg Ltd | 33.4K | $4.90M | 3.3% | +11.4K | Added |
| 9 | Spdr Gold Tr | 12.2K | $4.82M | 3.2% | −1.6K | Reduced |
| 10 | Jpmorgan Chase & Co. | 11.9K | $3.83M | 2.5% | +6.5K | Added |
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