Hong Kong, K3CIK 17132694 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
8 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Seagate Technology Hldngs Pl | 314.6K | $86.64M | 24.0% | −128.4K | Reduced |
| 2 | Broadcom Inc | 248.8K | $86.12M | 23.9% | +6.3K | Added |
| 3 | Sandisk Corp | 295.0K | $70.03M | 19.4% | −110.0K | Reduced |
| 4 | Credo Technology Group Holdi |
| 379.9K |
| $54.66M |
| 15.2% |
| −307.6K |
| Reduced |
| 5 | Alcoa Corp | 630.0K | $33.48M | 9.3% | +630.0K | New |
| 6 | Wolverine World Wide Inc | 780.0K | $14.16M | 3.9% | −1.20M | Reduced |
| 7 | Coherent Corp | 60.0K | $11.07M | 3.1% | +60.0K | New |
| 8 | Vnet Group Inc | 503.0K | $4.26M | 1.2% | −5.25M | Reduced |