 AMAZON COM INCAMZN |
| 12.16% | 8.57% | $40.3M | 169,150 | $35.2M | 169,150 | 00.00% | Unchanged |
 ALPHABET INCGOOGL |
| 10.63% | 10.07% | $35.2M | 98,616 | $41.4M | 144,000 | -45,384-31.52% | Reduce |
| QQFIN HOLDINGS INC |
| 6.46% | — | $21.4M | 24.0M | $0 | 0 | +24.0M | New Buy |
 AMERICAN EXPRESS COAXP |
| 6.43% | 7.21% | $21.3M | 63,000 | $29.6M | 98,000 | -35,000-35.71% | Reduce |
| IIQIYI INCIQ |
| 6.27% | 4.57% | $20.8M | 22.7M | $18.8M | 20.7M | +2.0M+9.66% | Add |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 5.32% | — | $17.6M | 4.7M | $0 | 0 | +4.7M | New Buy |
| FFINVOLUTION GROUP |
| 3.98% | — | $13.2M | 15.0M | $0 | 0 | +15.0M | New Buy |
| AAUTOHOME INCATHM |
| 3.86% | 3.03% | $12.8M | 672,117 | $12.5M | 718,038 | -45,921-6.40% | Reduce |
 BLACK STONE MINERALS L PBSM |
| 3.71% | 2.84% | $12.3M | 880,000 | $11.7M | 772,000 | +108,000+13.99% | Add |
 S&P GLOBAL INCSPGI |
| 3.69% | 1.14% | $12.2M | 30,000 | $4.7M | 11,000 | +19,000+172.73% | Add |
 NATURAL RESOURCE PARTNERS L COMNRP |
| 3.51% | 2.94% | $11.6M | 120,000 | $12.1M | 100,000 | +20,000+20.00% | Add |
 BROADCOM INCAVGO |
| 3.42% | — | $11.3M | 30,000 | $0 | 0 | +30,000 | New Buy |
 ROBLOX CORP CL ARBLX |
| 3.39% | 2.71% | $11.2M | 206,800 | $11.1M | 196,800 | +10,000+5.08% | Add |
 ADOBE INC COMADBE |
| 3.03% | 3.25% | $10.0M | 49,000 | $13.4M | 55,000 | -6,000-10.91% | Reduce |
 MOODYS CORPMCO |
| 2.73% | 2.12% | $9.1M | 20,000 | $8.7M | 20,000 | 00.00% | Unchanged |
 ADVANCED MICRO DEVICES INCAMD |
| 2.63% | — | $8.7M | 15,000 | $0 | 0 | +15,000 | New Buy |
 HESAI GROUPHSAI |
| 2.45% | 2.07% | $8.1M | 445,000 | $8.5M | 445,000 | 00.00% | Unchanged |
 SERVICENOW INCNOW |
| 1.95% | 2.03% | $6.5M | 65,000 | $8.4M | 80,000 | -15,000-18.75% | Reduce |
 ALPHABET INCGOOGL |
| 1.69% | — | $5.6M | 110,000 | $0 | 0 | +110,000 | New Buy |
 ALPHABET INCGOOGL |
| 1.67% | — | $5.5M | 110,000 | $0 | 0 | +110,000 | New Buy |
 NEW YORK TIMES CO MTN BENYT |
| 1.65% | 1.59% | $5.5M | 78,300 | $6.6M | 78,300 | 00.00% | Unchanged |
| FFORWARD INDUSTRIES INC COM NEWFWDI |
| 1.27% | 1.07% | $4.2M | 994,164 | $4.4M | 994,164 | 00.00% | Unchanged |
 WEIBO CORPWB |
| 1.1% | 1.13% | $3.6M | 500,000 | $4.6M | 530,000 | -30,000-5.66% | Reduce |
 PHOTRONICS INCPLAB |
| 1.08% | — | $3.6M | 110,000 | $0 | 0 | +110,000 | New Buy |
 VEEVA SYS INCVEEV |
| 1.07% | 1.07% | $3.5M | 20,000 | $4.4M | 25,000 | -5,000-20.00% | Reduce |
 CELESTICA INCCLS |
| 0.88% | — | $2.9M | 8,000 | $0 | 0 | +8,000 | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 0.87% | 4.69% | $2.9M | 40,000 | $19.3M | 268,300 | -228,300-85.09% | Reduce |
| SSCHMID GROUP N.V.SHMDW |
| 0.83% | — | $2.8M | 440,816 | $0 | 0 | +440,816 | New Buy |
| TTON Strategy CoTONX |
| 0.79% | — | $2.6M | 1.0M | $0 | 0 | +1.0M | New Buy |
| NNAVITAS SEMICONDUCTOR CORPNVTS |
| 0.54% | — | $1.8M | 100,000 | $0 | 0 | +100,000 | New Buy |
 ZTO EXPRESS CAYMAN INCZTO |
| 0.31% | 0.28% | $1.0M | 46,000 | $1.2M | 46,000 | 00.00% | Unchanged |
 H WORLD GROUP LTDHTHT |
| 0.29% | 0.28% | $959,560 | 23,000 | $1.2M | 23,000 | 00.00% | Unchanged |
| YYUM CHINA HLDGS INCYUMC |
| 0.25% | 0.24% | $817,400 | 20,000 | $975,600 | 20,000 | 00.00% | Unchanged |
| CCOYA THERAPEUTICS INCCOYA |
| 0.07% | 0.04% | $226,781 | 38,766 | $152,738 | 38,766 | 00.00% | Unchanged |
| IIQIYI INCIQ |
| 0.04% | — | $119,449 | 114,855 | $0 | 0 | +114,855 | New Buy |
