 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 19.08% | 14.96% | $42.2M | 88,450 | $49.7M | 147,015 | -58,565-39.84% | Reduce |
 ALIBABA GROUP HLDG LTDBABA |
| 15.52% | 1.49% | $34.4M | 358,005 | $5.0M | 326,500 | +31,505+9.65% | Add |
 Pdd Holdings Inc ADRPDD |
| 14.63% | — | $32.4M | 424,500 | $0 | 0 | +424,500 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 13.16% | — | $29.1M | 25,240 | $0 | 0 | +25,240 | New Buy |
 LAM RESEARCH CORPLRCX |
| 11.18% | — | $24.7M | 57,100 | $0 | 0 | +57,100 | New Buy |
| NNEW ORIENTAL EDUCATIONEDU |
| 9.11% | 1.67% | $20.2M | 439,500 | $5.5M | 97,961 | +341,539+348.65% | Add |
 SYNOPSYS INCSNPS |
| 7.9% | 9.86% | $17.5M | 39,217 | $32.7M | 82,568 | -43,351-52.50% | Reduce |
| HHUYA INCHUYA |
| 2.04% | 1.95% | $4.5M | 2.0M | $6.5M | 2.0M | 00.00% | Unchanged |
| SSEA LTD SPONSORD ADSSE |
| 1.73% | 1% | $3.8M | 40,050 | $3.3M | 40,050 | 00.00% | Unchanged |
 NU HLDGS LTDNU |
| 1.68% | 1.2% | $3.7M | 277,900 | $4.0M | 277,900 | 00.00% | Unchanged |
 COUPANG INC CLASS ACPNG |
| 1.54% | 1.12% | $3.4M | 196,150 | $3.7M | 196,150 | 00.00% | Unchanged |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 0.5% | — | $1.1M | 14,800 | $0 | 0 | +14,800 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 0.48% | — | $1.1M | 3,600 | $0 | 0 | +3,600 | New Buy |
| MMKS INC.MKSI |
| 0.4% | 0.24% | $889,600 | 2,000 | $797,440 | 3,470 | -1,470-42.36% | Reduce |
| TTOWER SEMICONDUCTOR LTD SHS NEWTSEM |
| 0.35% | 3.13% | $781,920 | 3,000 | $10.4M | 59,300 | -56,300-94.94% | Reduce |
 ADVANCED MICRO DEVICES INCAMD |
| 0.26% | — | $580,910 | 1,000 | $0 | 0 | +1,000 | New Buy |
| FFABRINETFN |
| 0.21% | 0.09% | $472,147 | 840 | $312,912 | 600 | +240+40.00% | Add |
| SSEMTECH CORPSMTC |
| 0.2% | — | $453,180 | 2,800 | $0 | 0 | +2,800 | New Buy |
