Hong Kong, K3CIK 19861244 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
11 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc | 123.0K | $35.11M | 25.5% | −5.0K | Reduced |
| 2 | Credo Technology Group Holdi | 176.0K | $25.32M | 18.4% | −12.0K | Reduced |
| 3 | Broadcom Inc | 63.7K | $22.05M | 16.0% | −72.6K | Reduced |
| 4 | On Hldg AG |
| 230.0K |
| $10.69M |
| 7.8% |
| +230.0K |
| New |
| 5 | Western Digital Corp | 51.0K | $8.79M | 6.4% | +34.0K | Added |
| 6 | Bloom Energy Corp | 83.0K | $7.21M | 5.2% | +83.0K | New |
| 7 | Astera Labs Inc | 38.8K | $6.46M | 4.7% | −179.3K | Reduced |
| 8 | Nvidia Corporation | 32.1K | $5.99M | 4.4% | −10.1K | Reduced |
| 9 | Lumentum Hldgs Inc | 16.0K | $5.90M | 4.3% | +16.0K | New |
| 10 | Ttm Technologies Inc | 75.0K | $5.17M | 3.8% | +75.0K | New |
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