 ALPHABET INCGOOGL |
| 29.6% | 21.66% | $647.0M | 1.8M | $840.1M | 2.9M | -1.1M-38.04% | Reduce |
 INTEL CORPINTC |
| 17.58% | 7.88% | $384.1M | 2.8M | $305.5M | 6.9M | -4.2M-60.26% | Reduce |
 Pdd Holdings Inc ADRPDD |
| 16.7% | 13.45% | $365.1M | 4.8M | $521.5M | 5.1M | -318,138-6.23% | Reduce |
 FULL TRUCK ALLIANCE CO LTDYMM |
| 14.66% | 8.77% | $320.4M | 39.5M | $339.9M | 41.0M | -1.5M-3.67% | Reduce |
| FFUTU HLDGS LTD SPON ADS CL AFUTU |
| 4.69% | 3.51% | $102.5M | 1.1M | $136.3M | 996,348 | +97,286+9.76% | Add |
 NetEase, Inc. ADRNTES |
| 3.52% | 9.21% | $77.0M | 600,631 | $357.1M | 3.2M | -2.6M-81.17% | Reduce |
 ATOUR LIFESTYLE HLDGS LTDATAT |
| 2.6% | 2.46% | $56.9M | 1.8M | $95.4M | 2.6M | -802,736-30.98% | Reduce |
| QQFIN HOLDINGS INC AMERICAN DEPQFIN |
| 2.19% | 1.1% | $47.9M | 3.0M | $42.5M | 3.3M | -264,000-8.01% | Reduce |
 APPLE INCAAPL |
| 1.94% | 1.63% | $42.4M | 146,668 | $63.0M | 248,368 | -101,700-40.95% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 1.81% | 0.72% | $39.7M | 83,052 | $28.1M | 83,052 | 00.00% | Unchanged |
| SSEA LTD SPONSORD ADSSE |
| 0.95% | 1.04% | $20.8M | 216,978 | $40.4M | 488,048 | -271,070-55.54% | Reduce |
 MAKEMYTRIP LIMITED MAURITIUSMMYT |
| 0.95% | 0.37% | $20.7M | 388,557 | $14.5M | 388,557 | 00.00% | Unchanged |
 ASML HLDG NVASML |
| 0.64% | — | $14.1M | 7,070 | $0 | 0 | +7,070 | New Buy |
 H WORLD GROUP LTDHTHT |
| 0.61% | 1.38% | $13.4M | 321,572 | $53.5M | 1.1M | -741,609-69.75% | Reduce |
 Weride IncWRD |
| 0.59% | 0.46% | $12.8M | 2.2M | $17.8M | 2.2M | 00.00% | Unchanged |
 APPLIED OPTOELECTRONICS INCAAOI |
| 0.36% | — | $7.9M | 53,520 | $0 | 0 | +53,520 | New Buy |
| VVNET GROUPVNET |
| 0.24% | — | $5.2M | 648,500 | $0 | 0 | +648,500 | New Buy |
| SSUPER HI INTL HLDG LTDHDL |
| 0.15% | 0.1% | $3.3M | 268,341 | $3.9M | 268,341 | 00.00% | Unchanged |
| AATRENEW INCRERE |
| 0.09% | 0.06% | $2.0M | 525,000 | $2.5M | 525,000 | 00.00% | Unchanged |
 APPLIED MATLS INCAMAT |
| 0.08% | — | $1.8M | 2,520 | $0 | 0 | +2,520 | New Buy |
 TRIP COM GROUP LTDTCOM |
| 0.02% | 3.34% | $478,080 | 12,000 | $129.7M | 2.6M | -2.6M-99.54% | Reduce |
