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CIK 0001656456 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $69.6M | 1.0%Prev: 2.1% | 325,000 SH | Decreased-625,000 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $753.1M | 10.9%Prev: 15.6% | 5,137,931 SH | Decreased-1,312,069 SH |
| ALPHABET INC | CAP STK CL C | $560.7M | 8.1%Prev: 4.6% | 1,786,931 SH | Increased+399,431 SH |
| AMAZON COM INC | COM | $503.0M | 7.3%Prev: 7.4% | 2,179,391 SH | Decreased-320,609 SH |
| AMERICAN AIRLS GROUP INC | COM | $216.9M | 3.1%Prev: 1.4% | 14,150,000 SH | Increased+4,900,000 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $66.9M | 1.0%Prev: 0.8% | 62,500 SH | Increased-1,500 SH |
| BAIDU INC | SPON ADR REP A | $75.1M | 1.1%Prev: 1.9% | 575,000 SH | Decreased-470,000 SH |
| BALL CORP | COM | $63.6M | 0.9% | 1,200,000 SH | New |
| CORNING INC | COM | $137.5M | 2.0%Prev: 1.8% | 1,570,200 SH | Increased-54,800 SH |
| DELTA AIR LINES INC DEL | COM NEW | $33.0M | 0.5%Prev: 0.4% | 475,000 SH | Increased+12,500 SH |
| DEUTSCHE BANK A G | NAMEN AKT | $121.5M | 1.8%Prev: 1.8% | 3,150,000 SH | Decreased-640,000 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $36.1M | 0.5%Prev: 1.2% | 2,191,250 SH | Decreased-2,765,985 SH |
| GOODYEAR TIRE & RUBR CO | COM | $21.9M | 0.3%Prev: 0.5% | 2,500,000 SH | Decreased-2,640,000 SH |
| IQVIA HLDGS INC | COM | $63.1M | 0.9%Prev: 0.7% | 280,000 SH | Increased-5,000 SH |
| ISHARES INC | MSCI STH KOR ETF | $182.3M | 2.6% | 1,875,000 SH | New |
| ISHARES TR | CHINA LG-CAP ETF | $41.6M | 0.6%Prev: 0.6% | 1,087,500 SH | Decreased-22,500 SH |
| JD.COM INC | SPON ADS CL A | $119.3M | 1.7%Prev: 2.9% | 4,157,046 SH | Decreased-2,067,954 SH |
| KRANESHARES TRUST | CSI CHI INTERNET | $161.7M | 2.3%Prev: 4.2% | 4,750,000 SH | Decreased-2,650,000 SH |
| L3HARRIS TECHNOLOGIES INC | COM | $86.6M | 1.3%Prev: 1.2% | 295,000 SH | Decreased-5,000 SH |
| LAM RESEARCH CORP | COM NEW | $72.8M | 1.1%Prev: 0.7% | 425,000 SH | Increased+55,000 SH |
| LYFT INC | CL A COM | $73.6M | 1.1%Prev: 1.7% | 3,800,000 SH | Decreased-1,800,000 SH |
| META PLATFORMS INC | CL A | $396.1M | 5.7%Prev: 3.7% | 600,000 SH | Increased+230,000 SH |
| MICRON TECHNOLOGY INC | COM | $499.5M | 7.2%Prev: 1.1% | 1,750,000 SH | Increased+1,250,000 SH |
| MICROSOFT CORP | COM | $241.8M | 3.5%Prev: 3.2% | 500,000 SH | Increased+37,500 SH |
| MOHAWK INDS INC | COM | $73.8M | 1.1%Prev: 0.3% | 675,000 SH | Increased+513,500 SH |
| MPLX LP | COM UNIT REP LTD | $33.5M | 0.5%Prev: 0.4% | 627,500 SH | Increased+92,500 SH |
| NRG ENERGY INC | COM NEW | $261.2M | 3.8%Prev: 4.1% | 1,640,000 SH | Decreased-230,000 SH |
| NVIDIA CORPORATION | COM | $317.1M | 4.6%Prev: 4.8% | 1,700,000 SH | Decreased-200,000 SH |
| OWENS CORNING NEW | COM | $106.3M | 1.5%Prev: 0.3% | 950,000 SH | Increased+788,500 SH |
| PDD HOLDINGS INC | SPONSORED ADS | $201.3M | 2.9%Prev: 3.2% | 1,775,000 SH | Decreased-25,000 SH |
| QUALCOMM INC | COM | $195.9M | 2.8%Prev: 2.8% | 1,145,000 SH | Decreased-100,000 SH |
| RTX CORPORATION | COM | $91.7M | 1.3%Prev: 1.2% | 500,000 SH | Increased-9,500 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $343.4M | 5.0%Prev: 4.0% | 1,130,000 SH | Increased+70,000 SH |
| UBER TECHNOLOGIES INC | COM | $151.2M | 2.2%Prev: 3.2% | 1,850,000 SH | Decreased-556,983 SH |
| UNITED AIRLS HLDGS INC | COM | $52.0M | 0.8%Prev: 0.6% | 465,000 SH | Increased+2,500 SH |
| UNITEDHEALTH GROUP INC | COM | $66.0M | 1.0%Prev: 1.0% | 200,000 SH | Decreased-3,500 SH |
| VISTRA CORP | COM | $152.5M | 2.2%Prev: 3.3% | 945,000 SH | Decreased-300,000 SH |
| WHIRLPOOL CORP | COM | $282.1M | 4.1%Prev: 5.9% | 3,910,000 SH | Decreased-1,590,000 SH |
| 13F-HR |
| 0001656456-26-000003 |
| $7.73B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001656456-25-000006 | $6.45B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001656456-26-000002 | $5.93B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001656456-25-000005 | $8.38B | View |