Hong Kong, K3CIK 19339524 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
18 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Baidu Inc | 97.2K | $12.69M | 14.7% | +9.4K | Added |
| 2 | Taiwan Semiconductor Mfg Ltd | 29.6K | $8.98M | 10.4% | +29.6K | New |
| 3 | Advanced Micro Devices Inc | 37.2K | $7.97M | 9.3% | +26.0K | Added |
| 4 | Canadian Solar Inc |
| 297.8K |
| $7.08M |
| 8.2% |
| +297.8K |
| New |
| 5 | Nvidia Corporation | 32.9K | $6.14M | 7.1% | +32.9K | New |
| 6 | Gds Hldgs Ltd | 166.7K | $5.82M | 6.8% | +68.5K | Added |
| 7 | Atour Lifestyle Hldgs Ltd | 143.0K | $5.63M | 6.5% | −18.2K | Reduced |
| 8 | Solaris Energy Infras Inc | 85.5K | $3.93M | 4.6% | +85.5K | New |
| 9 | Amkor Technology Inc | 98.2K | $3.88M | 4.5% | +33.4K | Added |
| 10 | Vnet Group Inc | 441.6K | $3.74M | 4.3% | +64.3K | Added |
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