| BBAIDU INCBIDU |
| 42.42% | 19.36% | $10.7M | 80,000 | $5.4M | 39,700 | +40,300+101.51% | Add |
 NVIDIA CORPORATIONNVDA |
| 9.1% | 7.23% | $2.3M | 5,300 | $2.0M | 4,800 | +500+10.42% | Add |
| YYUM CHINA HLDGS INCYUMC |
| 8.82% | — | $2.2M | 40,100 | $0 | 0 | +40,100 | New Buy |
 JD COM INCJD |
| 8.62% | 9.12% | $2.2M | 75,000 | $2.6M | 75,000 | 00.00% | Unchanged |
 Pdd Holdings Inc ADRPDD |
| 8.44% | 15.21% | $2.1M | 21,800 | $4.3M | 61,750 | -39,950-64.70% | Reduce |
 NIO INC FNIO |
| 7.45% | — | $1.9M | 208,800 | $0 | 0 | +208,800 | New Buy |
 Xpeng Inc ADRXPEV |
| 7.25% | 6.42% | $1.8M | 100,000 | $1.8M | 134,250 | -34,250-25.51% | Reduce |
 MINISO GROUP HLDG LTDMNSO |
| 5.9% | — | $1.5M | 57,700 | $0 | 0 | +57,700 | New Buy |
 BILIBILI INCBILI |
| 2.01% | 1.98% | $508,113 | 36,900 | $557,190 | 36,900 | 00.00% | Unchanged |
 ALIBABA GROUP HLDG LTDBABA |
| 0.01% | 20.05% | $2,949 | 34 | $5.6M | 67,534 | -67,500-99.95% | Reduce |
