Hong Kong, K3CIK 16520624 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
59 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 336.1K | $105.20M | 10.9% | +196.7K | Added |
| 2 | Robinhood Mkts Inc | 526.3K | $59.53M | 6.2% | +78.4K | Added |
| 3 | Nvidia Corporation | 248.7K | $46.38M | 4.8% | −55.8K | Reduced |
| 4 | Lumentum Hldgs Inc |
| 107.3K |
| $39.53M |
| 4.1% |
| +84.3K |
| Added |
| 5 | Trip Com Group Ltd | 483.0K | $34.73M | 3.6% | +383.3K | Added |
| 6 | Sandisk Corp | 143.1K | $33.98M | 3.5% | +143.1K | New |
| 7 | Roblox Corp | 325.1K | $26.34M | 2.7% | +190.3K | Added |
| 8 | Kla Corp | 21.0K | $25.54M | 2.7% | +21.0K | New |
| 9 | Celestica Inc | 86.1K | $25.45M | 2.6% | +84.9K | Added |
| 10 | Synopsys Inc | 52.7K | $24.76M | 2.6% | +6.3K | Added |
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