Grand Cayman, E9CIK 20836461 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
24 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pdd Holdings Inc | 302.5K | $34.30M | 38.6% | +302.5K | New Position |
| 2 | Nvidia Corporation | 126.4K | $23.57M | 26.6% | +126.4K | New Position |
| 3 | Taiwan Semiconductor Mfg Ltd | 47.5K | $14.43M | 16.3% | +47.5K | New Position |
| 4 |
| Alphabet Inc |
| 17.3K |
| $5.44M |
| 6.1% |
| +17.3K |
| New Position |
| 5 | Meta Platforms Inc | 6.1K | $4.04M | 4.6% | +6.1K | New Position |
| 6 | Solana Co | 226.1K | $2.88M | 3.2% | +226.1K | New Position |
| 7 | Yuanbao Inc | 66.7K | $1.35M | 1.5% | +66.7K | New Position |
| 8 | Sea Ltd | 4.3K | $544.2K | 0.6% | +4.3K | New Position |
| 9 | Pulte Group Inc | 2.0K | $229.8K | 0.3% | +2.0K | New Position |
| 10 | Americold Realty Trust Inc | 16.8K | $216.0K | 0.2% | +16.8K | New Position |
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