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CIK 0001720980 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AEROVIRONMENT INC | COM | $14.7M | 1.5%Prev: 2.4% | 60,913 SH | Decreased-13,247 SH |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $54.3M | 5.6%Prev: 6.6% | 370,388 SH | Decreased+10,469 SH |
| AMBIQ MICRO INC | COMMON STOCK | $11.3M | 1.2%Prev: 1.2% | 394,991 SH | Decreased |
| ASTERA LABS INC | COM | $20.5M | 2.1%Prev: 2.5% | 123,057 SH | Decreased+448 SH |
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | $8.7M | 0.9%Prev: 1.6% | 221,801 SH | Decreased-204,078 SH |
| AXON ENTERPRISE INC | COM | $22.3M | 2.3%Prev: 2.1% | 39,182 SH | Increased+11,110 SH |
| BLOOM ENERGY CORP | COM CL A | $10.7M | 1.1%Prev: 0.7% | 123,513 SH | Increased+48,378 SH |
| BROADCOM INC | COM | $44.9M | 4.7%Prev: 3.3% | 129,743 SH | Increased+31,311 SH |
| DECKERS OUTDOOR CORP | COM | $12.2M | 1.3%Prev: 1.2% | 117,993 SH | Increased |
| EHANG HLDGS LTD | ADS | $13.8M | 1.4%Prev: 2.0% | 1,050,480 SH | Decreased-5,724 SH |
| FLEX LTD | ORD | $21.6M | 2.2% | 357,455 SH | New |
| GE AEROSPACE | COM NEW | $48.7M | 5.1%Prev: 5.4% | 158,078 SH | Decreased-15,400 SH |
| GE VERNOVA INC | COM | $23.3M | 2.4%Prev: 1.3% | 35,654 SH | Increased+14,487 SH |
| HOWMET AEROSPACE INC | COM | $17.4M | 1.8%Prev: 2.2% | 84,857 SH | Decreased-22,643 SH |
| HUNTINGTON INGALLS INDS INC | COM | $25.2M | 2.6%Prev: 2.9% | 74,005 SH | Decreased-23,799 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $10.9M | 1.1%Prev: 1.2% | 219,599 SH | Decreased+36,835 SH |
| JOHNSON CTLS INTL PLC | SHS | $26.2M | 2.7%Prev: 2.9% | 218,547 SH | Decreased-36,864 SH |
| KRATOS DEFENSE & SEC SOLUTIO | COM NEW | $3.8M | 0.4%Prev: 0.3% | 50,636 SH | Increased+20,735 SH |
| LUMENTUM HLDGS INC | COM | $8.2M | 0.9%Prev: 1.6% | 22,359 SH | Decreased-70,778 SH |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | $14.2M | 1.5%Prev: 1.4% | 173,293 SH | Increased+31,397 SH |
| META PLATFORMS INC | CL A | $22.0M | 2.3%Prev: 1.4% | 33,379 SH | Increased+15,377 SH |
| MICROSOFT CORP | COM | $23.4M | 2.4%Prev: 2.2% | 48,468 SH | Increased+6,834 SH |
| MP MATERIALS CORP | COM CL A | $6.0M | 0.6%Prev: 1.7% | 118,155 SH | Decreased-127,124 SH |
| NVIDIA CORPORATION | COM | $97.4M | 10.1%Prev: 5.2% | 522,158 SH | Increased+248,948 SH |
| ORACLE CORP | COM | $22.4M | 2.3%Prev: 2.7% | 114,853 SH | Decreased+22,117 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $23.3M | 2.4%Prev: 2.0% | 130,946 SH | Increased+23,817 SH |
| QUANTA SVCS INC | COM | $33.3M | 3.5%Prev: 2.2% | 78,901 SH | Increased+27,269 SH |
| ROBINHOOD MKTS INC | COM CL A | $21.7M | 2.3% | 191,912 SH | New |
| ROBLOX CORP | CL A | $22.1M | 2.3%Prev: 2.1% | 273,118 SH | Increased+123,952 SH |
| SANDISK CORP | COM | $7.4M | 0.8% | 31,111 SH | New |
| SO YOUNG INTERNATIONAL INC | SPONSORED ADS | $2.6M | 0.3%Prev: 0.4% | 1,022,291 SH | Decreased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $60.0M | 6.2%Prev: 4.9% | 197,568 SH | Increased+28,215 SH |
| TEMPUS AI INC | CL A | $21.6M | 2.2%Prev: 2.4% | 364,946 SH | Decreased+76,911 SH |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | $12.5M | 1.3%Prev: 1.3% | 712,126 SH | Increased+181,928 SH |
| TESLA INC | COM | $60.7M | 6.3%Prev: 5.1% | 134,868 SH | Increased+22,951 SH |
| TRANE TECHNOLOGIES PLC | SHS | $14.8M | 1.5%Prev: 1.6% | 37,998 SH | Decreased+422 SH |
| TTM TECHNOLOGIES INC | COM | $13.7M | 1.4% | 197,943 SH | New |
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | $10.5M | 1.1% | 1,335,392 SH | New |
| UPSTART HLDGS INC | COM | $22.8M | 2.4%Prev: 2.4% | 520,986 SH | Decreased+65,836 SH |
| VIKING HOLDINGS LTD | ORD SHS | $13.1M | 1.4%Prev: 3.9% | 183,041 SH | Decreased-424,869 SH |
| WASTE MGMT INC DEL | COM | $20.4M | 2.1%Prev: 1.7% | 92,672 SH | Increased+19,391 SH |
| WERIDE INC | SPONSORED ADS | $7.8M | 0.8%Prev: 0.9% | 900,297 SH | Decreased |
| XPENG INC | ADS | $10.7M | 1.1%Prev: 1.2% | 527,166 SH | Decreased+13,920 SH |
| 13F-HR |
| 0000905148-26-003686 |
| $468.6M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000905148-25-002954 | $628.1M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000905148-26-002318 | $718.5M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000905148-25-001711 | $806.1M | View |