| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 ATOUR LIFESTYLE HLDGS LTDATAT | 61.32% | 31.7% | $245.3M | 7.7M | $298.5M | 8.1M | -394,342-4.86% | Reduce | |
 FULL TRUCK ALLIANCE CO LTDYMM | 21.75% | 12.14% | $87.0M | 10.7M | $114.3M | 13.8M | -3.1M-22.16% | Reduce | |
| RRLX TECHNOLOGY INCRLX | 6.33% | 3.08% | $25.3M | 13.3M | $29.0M | 13.2M | +135,045+1.02% | Add | |
| HHUYA INCHUYA | 5.21% | 3.2% | $20.8M | 9.1M | $30.2M | 9.1M | -76,470-0.84% | Reduce | |
 POWER SOLUTIONS INTL INCPSIX | 2.76% | — | $11.0M | 283,940 | $0 | 0 | +283,940 | New Buy | |
| BBITWISE HYPERLIQUID ETFBHYP | 2.62% | — | $10.5M | 285,363 | $0 | 0 | +285,363 | New Buy |
