Singapore, U0CIK 16605314 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
38 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 520.1K | $162.79M | 9.2% | +488.0K | Added |
| 2 | Ciena Corp | 661.0K | $154.59M | 8.7% | +410.6K | Added |
| 3 | On Hldg AG | 3.06M | $142.42M | 8.0% | +3.06M | New |
| 4 | Sandisk Corp |
| 431.7K |
| $102.48M |
| 5.8% |
| +334.7K |
| Added |
| 5 | Broadcom Inc | 288.7K | $99.91M | 5.6% | +288.7K | New |
| 6 | Taiwan Semiconductor Mfg Ltd | 314.9K | $95.71M | 5.4% | −39.0K | Reduced |
| 7 | Macom Tech Solutions Hldgs I | 529.3K | $90.66M | 5.1% | +529.3K | New |
| 8 | Alnylam Pharmaceuticals Inc | 218.7K | $86.97M | 4.9% | +218.7K | New |
| 9 | L3harris Technologies Inc | 270.5K | $79.41M | 4.5% | +270.5K | New |
| 10 | Unity Software Inc | 1.73M | $76.50M | 4.3% | +1.28M | Added |
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