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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 | $45.0M | 0.8% | 221,400 SH | New |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $434.7M | 7.3%Prev: 14.6% | 3,465,000 SH | Decreased-5,765,000 SH |
| ALPHABET INC | CAP STK CL C | $497.0M | 8.4%Prev: 3.7% | 1,732,700 SH | Increased-277,300 SH |
| AMAZON COM INC | COM | $899.7M | 15.2%Prev: 5.7% | 4,320,000 SH | Increased+1,810,000 SH |
| ASML HLDG NV | N Y REGISTRY SHS | $65.4M | 1.1% | 49,500 SH | New |
| BAIDU INC | SPON ADR REP A | $77.1M | 1.3%Prev: 0.9% | 692,100 SH | Increased-82,900 SH |
| BALL CORP | COM | $49.5M | 0.8% | 837,000 SH | New |
| CORNING INC | COM | $153.6M | 2.6%Prev: 1.0% | 1,129,500 SH | Increased-614,129 SH |
| DEUTSCHE BK AG | NAMEN AKT | $7.7M | 0.1% | 257,616 SH | New |
| ENERGY TRANSFER L P | COM UT LTD PTN | $30.4M | 0.5%Prev: 1.1% | 1,576,125 SH | Decreased-3,381,110 SH |
| ISHARES INC | MSCI STH KOR ETF | $295.2M | 5.0% | 2,400,000 SH | New |
| JD.COM INC | SPON ADS CL A | $38.6M | 0.7%Prev: 3.9% | 1,305,000 SH | Decreased-6,745,000 SH |
| KRANESHARES TRUST | CSI CHI INTERNET | $30.7M | 0.5%Prev: 1.7% | 1,080,000 SH | Decreased-2,920,000 SH |
| L3HARRIS TECHNOLOGIES INC | COM | $68.3M | 1.2%Prev: 0.7% | 198,000 SH | Increased-102,000 SH |
| LAM RESEARCH CORP | COM NEW | $81.7M | 1.4%Prev: 0.4% | 382,500 SH | Increased-117,500 SH |
| LYFT INC | CL A COM | $35.9M | 0.6%Prev: 1.3% | 2,700,000 SH | Decreased-6,300,000 SH |
| META PLATFORMS INC | CL A | $249.7M | 4.2%Prev: 3.8% | 436,500 SH | Decreased-113,500 SH |
| MICRON TECHNOLOGY INC | COM | $562.5M | 9.5%Prev: 0.4% | 1,665,000 SH | Increased+1,265,000 SH |
| MICROSOFT CORP | COM | $33.3M | 0.6%Prev: 2.3% | 90,000 SH | Decreased-420,000 SH |
| MPLX LP | COM UNIT REP LTD | $28.7M | 0.5%Prev: 0.4% | 502,460 SH | Decreased-76,040 SH |
| NRG ENERGY INC | COM NEW | $253.5M | 4.3%Prev: 2.3% | 1,734,442 SH | Increased-315,558 SH |
| NVIDIA CORPORATION | COM | $256.6M | 4.3%Prev: 0.4% | 1,471,500 SH | Increased+1,171,500 SH |
| PDD HOLDINGS INC | SPONSORED ADS | $92.0M | 1.5%Prev: 6.2% | 900,000 SH | Decreased-3,470,000 SH |
| QUALCOMM INC | COM | $64.2M | 1.1%Prev: 0.6% | 498,613 SH | Increased+148,613 SH |
| RTX CORPORATION | COM | $66.0M | 1.1% | 342,000 SH | New |
| SANDISK CORP | COM | $178.7M | 3.0% | 281,250 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $448.6M | 7.6% | 1,327,500 SH | New |
| UBER TECHNOLOGIES INC | COM | $455.5M | 7.7%Prev: 2.8% | 6,332,720 SH | Increased+3,132,720 SH |
| UNITEDHEALTH GROUP INC | COM | $24.4M | 0.4%Prev: 1.1% | 90,000 SH | Decreased-85,000 SH |
| VISTRA CORP | COM | $304.0M | 5.1%Prev: 3.2% | 2,022,332 SH | Increased-277,668 SH |
| WHIRLPOOL CORP | COM | $105.1M | 1.8% | 1,950,000 SH | New |
| 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 |