 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 24.32% | 16.6% | $238.1M | 498,500 | $150.9M | 446,505 | +51,995+11.64% | Add |
 H WORLD GROUP LTDHTHT |
| 17.2% | 21.48% | $168.4M | 4.0M | $195.2M | 3.9M | +153,285+3.95% | Add |
 Pdd Holdings Inc ADRPDD |
| 16.86% | 24.3% | $165.0M | 2.2M | $220.9M | 2.2M | +1,803+0.08% | Add |
| KKANZHUN LIMITEDBZ |
| 15.51% | 6.32% | $151.8M | 11.8M | $57.4M | 4.3M | +7.5M+175.17% | Add |
 TRIP COM GROUP LTDTCOM |
| 4.21% | 3.7% | $41.2M | 1.0M | $33.6M | 674,999 | +359,086+53.20% | Add |
 MICRON TECHNOLOGY INCMU |
| 4.06% | 0.33% | $39.7M | 34,417 | $3.0M | 8,975 | +25,442+283.48% | Add |
| SSANDISK CORP COMSNDK |
| 3.72% | 0.38% | $36.4M | 16,000 | $3.5M | 5,479 | +10,521+192.02% | Add |
| AAlphabet Inc Class CGOOG |
| 3.61% | 3.16% | $35.3M | 100,000 | $28.7M | 100,000 | 00.00% | Unchanged |
| YYUM CHINA HLDGS INCYUMC |
| 3.49% | 3.83% | $34.2M | 837,114 | $34.8M | 713,999 | +123,115+17.24% | Add |
| KKE HLDGS INCBEKE |
| 2.45% | 2.29% | $24.0M | 1.7M | $20.8M | 1.4M | +261,230+18.77% | Add |
 NVIDIA CORPORATIONNVDA |
| 1.64% | 5.56% | $16.0M | 80,000 | $50.6M | 290,000 | -210,000-72.41% | Reduce |
| RRLX TECHNOLOGY INCRLX |
| 1.43% | 1.81% | $14.0M | 7.4M | $16.5M | 7.5M | -135,125-1.80% | Reduce |
 NetEase, Inc. ADRNTES |
| 0.52% | 2.09% | $5.1M | 40,000 | $19.0M | 170,000 | -130,000-76.47% | Reduce |
| IIQIYI INCIQ |
| 0.41% | 0.71% | $4.1M | 3.9M | $6.5M | 4.8M | -900,000-18.75% | Reduce |
| YYATSEN HLDG LTDYSG |
| 0.17% | 0.18% | $1.7M | 529,993 | $1.6M | 529,993 | 00.00% | Unchanged |
 VERTIV HOLDINGS COVRT |
| 0.17% | — | $1.7M | 5,000 | $0 | 0 | +5,000 | New Buy |
 Weride IncWRD |
| 0.15% | — | $1.5M | 260,000 | $0 | 0 | +260,000 | New Buy |
 VISA INCV |
| 0.05% | — | $486,845 | 1,419 | $0 | 0 | +1,419 | New Buy |
 ALIBABA GROUP HLDG LTDBABA |
| 0.03% | — | $326,236 | 3,399 | $0 | 0 | +3,399 | New Buy |
