 INTEL CORPINTC |
| 42.77% | 42.02% | $267.7M | 1.9M | $64.5M | 1.5M | +456,500+31.25% | Add |
| IISHARES TR ISHARES SEMICDTRSOXX |
| 9.62% | — | $60.2M | 94,000 | $0 | 0 | +94,000 | New Buy |
| VVANGUARD INDEX FDSVOO |
| 8.23% | — | $51.5M | 70,000 | $0 | 0 | +70,000 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 6.39% | — | $40.0M | 200,000 | $0 | 0 | +200,000 | New Buy |
 ATOUR LIFESTYLE HLDGS LTDATAT |
| 5.17% | — | $32.4M | 1.0M | $0 | 0 | +1.0M | New Buy |
 NETFLIX INCNFLX |
| 5.13% | — | $32.1M | 450,000 | $0 | 0 | +450,000 | New Buy |
| SSANDISK CORP COMSNDK |
| 4.43% | — | $27.7M | 12,200 | $0 | 0 | +12,200 | New Buy |
 Pdd Holdings Inc ADRPDD |
| 3.59% | 7.33% | $22.5M | 295,000 | $11.2M | 110,000 | +185,000+168.18% | Add |
| RROUNDHILL ETF TRUSTNCLD |
| 2.95% | — | $18.5M | 250,000 | $0 | 0 | +250,000 | New Buy |
| AACM RESH INCACMR |
| 2.39% | — | $15.0M | 118,000 | $0 | 0 | +118,000 | New Buy |
 JOYY INCJOYY |
| 2.09% | 11.79% | $13.1M | 198,000 | $18.1M | 309,800 | -111,800-36.09% | Reduce |
 APPLIED MATLS INCAMAT |
| 2.08% | — | $13.0M | 18,000 | $0 | 0 | +18,000 | New Buy |
| FFUTU HLDGS LTD SPON ADS CL AFUTU |
| 1.34% | — | $8.4M | 89,500 | $0 | 0 | +89,500 | New Buy |
 NetEase, Inc. ADRNTES |
| 1.02% | — | $6.4M | 50,000 | $0 | 0 | +50,000 | New Buy |
 VIPSHOP HOLDINGS LTDVIPS |
| 1.02% | 18.18% | $6.4M | 480,000 | $27.9M | 1.8M | -1.3M-72.95% | Reduce |
| DDOUYU INTL HLDGS LTDDOYU |
| 0.99% | 4.37% | $6.2M | 1.3M | $6.7M | 1.3M | 00.00% | Unchanged |
| NNOKIA CORP SPONSORED ADRNOK |
| 0.47% | — | $3.0M | 223,500 | $0 | 0 | +223,500 | New Buy |
 MICROSOFT CORPMSFT |
| 0.3% | — | $1.9M | 5,000 | $0 | 0 | +5,000 | New Buy |
 FINVOLUTION GROUPFINV |
| <0.01% | — | $15,180 | 3,169 | $0 | 0 | +3,169 | New Buy |
