Hong Kong, F4CIK 20363468 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
17 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 472.0K | $148.11M | 30.8% | +139.0K | Added |
| 2 | Taiwan Semiconductor Mfg Ltd | 364.0K | $110.62M | 23.0% | +52.0K | Added |
| 3 | Alphabet Inc | 100.0K | $31.30M | 6.5% | +100.0K | New |
| 4 | Pdd Holdings Inc |
| 260.0K |
| $29.48M |
| 6.1% |
| +110.0K |
| Added |
| 5 | Meta Platforms Inc | 36.4K | $24.03M | 5.0% | −13.6K | Reduced |
| 6 | Amazon Com Inc | 104.0K | $24.01M | 5.0% | +4.0K | Added |
| 7 | Trip Com Group Ltd | 325.0K | $23.37M | 4.9% | −45.0K | Reduced |
| 8 | Micron Technology Inc | 78.0K | $22.26M | 4.6% | −42.0K | Reduced |
| 9 | Figma Inc | 520.0K | $19.43M | 4.0% | +520.0K | New |
| 10 | Lumentum Hldgs Inc | 30.0K | $11.06M | 2.3% | −95.0K | Reduced |
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