Hong Kong, K3CIK 17803654 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 | Nvidia Corporation | 1.84M | $342.77M | 13.7% | +44.8K | Added |
| 2 | Micron Technology Inc | 901.6K | $257.34M | 10.3% | +901.6K | New |
| 3 | Lumentum Hldgs Inc | 498.4K | $183.71M | 7.3% | −211.8K | Reduced |
| 4 | Reddit Inc |
| 716.9K |
| $164.79M |
| 6.6% |
| +312.6K |
| Added |
| 5 | Alphabet Inc | 362.9K | $113.88M | 4.5% | −137.4K | Reduced |
| 6 | Broadcom Inc | 283.8K | $98.24M | 3.9% | +283.8K | New |
| 7 | Taiwan Semiconductor Mfg Ltd | 320.9K | $97.52M | 3.9% | −129.2K | Reduced |
| 8 | Coherent Corp | 492.4K | $90.88M | 3.6% | +305.0K | Added |
| 9 | Amer Sports Inc | 2.37M | $88.51M | 3.5% | −1.13M | Reduced |
| 10 | Corning Inc | 982.1K | $85.99M | 3.4% | +882.1K | Added |
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