 Pdd Holdings Inc ADRPDD |
| 13.33% | — | $25.0M | 327,700 | $0 | 0 | +327,700 | New Buy |
| BBAIDU INCBIDU |
| 9.53% | 5.23% | $17.9M | 156,308 | $7.2M | 64,558 | +91,750+142.12% | Add |
| SSANDISK CORP COMSNDK |
| 8.97% | 9.77% | $16.8M | 7,400 | $13.4M | 21,140 | -13,740-65.00% | Reduce |
| SSTAAR SURGICAL COSTAA |
| 8.3% | 3.65% | $15.6M | 542,420 | $5.0M | 268,084 | +274,336+102.33% | Add |
 JD COM INCJD |
| 6.93% | — | $13.0M | 509,900 | $0 | 0 | +509,900 | New Buy |
 ALIBABA GROUP HLDG LTDBABA |
| 6.77% | 0.52% | $12.7M | 132,236 | $715,122 | 5,700 | +126,536+2,219.93% | Add |
| QQUALCOMM INCQCOM |
| 5.72% | — | $10.7M | 57,990 | $0 | 0 | +57,990 | New Buy |
 ATOUR LIFESTYLE HLDGS LTDATAT |
| 5.12% | 7.92% | $9.6M | 301,984 | $10.9M | 295,684 | +6,300+2.13% | Add |
 NEBIUS GROUP N VNBIS |
| 4.91% | — | $9.2M | 33,362 | $0 | 0 | +33,362 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.53% | 3.3% | $8.5M | 17,800 | $4.5M | 13,405 | +4,395+32.79% | Add |
| VVNET GROUPVNET |
| 4.4% | 3.75% | $8.3M | 1.0M | $5.2M | 614,400 | +412,100+67.07% | Add |
| CCOREWEAVE INC CLASS ACRWV |
| 3.7% | — | $6.9M | 69,661 | $0 | 0 | +69,661 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 3.65% | 5.04% | $6.8M | 34,200 | $6.9M | 39,725 | -5,525-13.91% | Reduce |
 MICRON TECHNOLOGY INCMU |
| 3.26% | 9.19% | $6.1M | 5,300 | $12.6M | 37,384 | -32,084-85.82% | Reduce |
| CCEREBRAS SYS INC CLASS ACBRS |
| 3.17% | — | $5.9M | 26,900 | $0 | 0 | +26,900 | New Buy |
| NNOKIA CORP SPONSORED ADRNOK |
| 2.93% | — | $5.5M | 413,500 | $0 | 0 | +413,500 | New Buy |
 ADVANCED MICRO DEVICES INCAMD |
| 2.35% | 8.28% | $4.4M | 7,600 | $11.4M | 55,900 | -48,300-86.40% | Reduce |
 TRIP COM GROUP LTDTCOM |
| 2.16% | 3.43% | $4.1M | 101,800 | $4.7M | 94,790 | +7,010+7.40% | Add |
| CCIRCLE INTERNET GROUP INC COM CL ACRCL |
| 0.25% | — | $463,462 | 7,400 | $0 | 0 | +7,400 | New Buy |
