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CIK 0001656456 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $801.5M | 12.4%Prev: 7.3% | 7,067,271 SH | Increased+3,602,271 SH |
| ALPHABET INC | CAP STK CL C | $266.1M | 4.1%Prev: 8.4% | 1,500,000 SH | Decreased-232,700 SH |
| AMAZON COM INC | COM | $592.4M | 9.2%Prev: 15.2% | 2,700,000 SH | Decreased-1,620,000 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $56.1M | 0.9% | 70,000 SH | New |
| BAIDU INC | SPON ADR REP A | $53.6M | 0.8%Prev: 1.3% | 625,000 SH | Decreased-67,100 SH |
| BLOCK INC | CL A | $43.6M | 0.7% | 641,800 SH | New |
| CAESARS ENTERTAINMENT INC NE | COM | $59.6M | 0.9% | 2,100,000 SH | New |
| CORNING INC | COM | $92.0M | 1.4%Prev: 2.6% | 1,750,000 SH | Decreased+620,500 SH |
| DELTA AIR LINES INC DEL | COM NEW | $27.0M | 0.4% | 550,000 SH | New |
| DEUTSCHE BANK A G | NAMEN AKT | $117.1M | 1.8% | 4,000,000 SH | New |
| ENERGY TRANSFER L P | COM UT LTD PTN | $89.9M | 1.4%Prev: 0.5% | 4,957,235 SH | Increased+3,381,110 SH |
| GOODYEAR TIRE & RUBR CO | COM | $8.9M | 0.1% | 861,782 SH | New |
| INTEL CORP | COM | $179.2M | 2.8% | 8,000,000 SH | New |
| IQVIA HLDGS INC | COM | $47.3M | 0.7% | 300,000 SH | New |
| ISHARES TR | CHINA LG-CAP ETF | $36.8M | 0.6% | 1,000,000 SH | New |
| JD.COM INC | SPON ADS CL A | $228.5M | 3.5%Prev: 0.7% | 7,000,000 SH | Increased+5,695,000 SH |
| KE HLDGS INC | SPONSORED ADS | $26.6M | 0.4% | 1,500,000 SH | New |
| KRANESHARES TRUST | CSI CHI INTERNET | $137.3M | 2.1%Prev: 0.5% | 4,000,000 SH | Increased+2,920,000 SH |
| L3HARRIS TECHNOLOGIES INC | COM | $87.8M | 1.4%Prev: 1.2% | 350,000 SH | Increased+152,000 SH |
| LAM RESEARCH CORP | COM NEW | $38.9M | 0.6%Prev: 1.4% | 400,000 SH | Decreased+17,500 SH |
| LYFT INC | CL A COM | $126.1M | 2.0%Prev: 0.6% | 8,000,000 SH | Increased+5,300,000 SH |
| META PLATFORMS INC | CL A | $295.2M | 4.6%Prev: 4.2% | 400,000 SH | Increased-36,500 SH |
| MICRON TECHNOLOGY INC | COM | $101.7M | 1.6%Prev: 9.5% | 825,000 SH | Decreased-840,000 SH |
| MICROSOFT CORP | COM | $248.7M | 3.9%Prev: 0.6% | 500,000 SH | Increased+410,000 SH |
| MOHAWK INDS INC | COM | $6.8M | 0.1% | 65,000 SH | New |
| MPLX LP | COM UNIT REP LTD | $29.8M | 0.5%Prev: 0.5% | 578,500 SH | Increased+76,040 SH |
| NRG ENERGY INC | COM NEW | $317.9M | 4.9%Prev: 4.3% | 1,980,000 SH | Increased+245,558 SH |
| NVIDIA CORPORATION | COM | $276.5M | 4.3%Prev: 4.3% | 1,750,000 SH | Increased+278,500 SH |
| ORACLE CORP | COM | $32.8M | 0.5% | 150,000 SH | New |
| PDD HOLDINGS INC | SPONSORED ADS | $209.3M | 3.2%Prev: 1.5% | 2,000,000 SH | Increased+1,100,000 SH |
| QUALCOMM INC | COM | $55.7M | 0.9%Prev: 1.1% | 350,000 SH | Decreased-148,613 SH |
| RTX CORPORATION | COM | $85.4M | 1.3%Prev: 1.1% | 585,000 SH | Increased+243,000 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $232.2M | 3.6% | 1,025,000 SH | New |
| UBER TECHNOLOGIES INC | COM | $256.6M | 4.0%Prev: 7.7% | 2,750,000 SH | Decreased-3,582,720 SH |
| UNITED AIRLS HLDGS INC | COM | $43.8M | 0.7% | 550,000 SH | New |
| UNITEDHEALTH GROUP INC | COM | $764.3M | 11.9%Prev: 0.4% | 2,450,000 SH | Increased+2,360,000 SH |
| VISTRA CORP | COM | $348.9M | 5.4%Prev: 5.1% | 1,800,000 SH | Increased-222,332 SH |
| WHIRLPOOL CORP | COM | $27.0M | 0.4%Prev: 1.8% | 266,092 SH | Decreased-1,683,908 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 |