Hong Kong, K3CIK 20083064 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
19 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Synopsys Inc | 93.6K | $43.95M | 21.0% | −20.3K | Reduced |
| 2 | Alphabet Inc | 121.0K | $37.96M | 18.1% | +121.0K | New |
| 3 | Nvidia Corporation | 155.8K | $29.06M | 13.9% | +155.8K | New |
| 4 | Taiwan Semiconductor Mfg Ltd |
| 88.7K |
| $26.95M |
| 12.9% |
| −6.9K |
| Reduced |
| 5 | Broadcom Inc | 31.2K | $10.81M | 5.2% | +31.2K | New |
| 6 | New Oriental Ed & Technology | 195.9K | $10.78M | 5.1% | −310.1K | Reduced |
| 7 | Atour Lifestyle Hldgs Ltd | 213.8K | $8.42M | 4.0% | −643 | Reduced |
| 8 | Axt Inc | 447.0K | $7.31M | 3.5% | +447.0K | New |
| 9 | H World Group Ltd | 129.6K | $6.10M | 2.9% | +129.6K | New |
| 10 | Tal Education Group | 543.3K | $5.93M | 2.8% | −297.3K | Reduced |
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