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CIK 0002008306 • 6 13F filings • May 14, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $38.0M | 14.2% | 120,960 SH | New |
| ALPHABET INC | COM | $19.5M | 7.3% | 62,300 SH | New |
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | $8.4M | 3.2% | 213,793 SH | New |
| AXT INC | COM | $7.3M | 2.7% | 447,000 SH | New |
| BROADCOM INC | COM | $10.8M | 4.0% | 31,235 SH | New |
| COHERENT CORP | COM | $1.1M | 0.4%Prev: 2.3% | 6,210 SH | Decreased-43,190 SH |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | $259K | 0.1% | 1,800 SH | New |
| H WORLD GROUP LTD | SPONSORED ADS | $6.1M | 2.3% | 129,636 SH | New |
| INTEL CORP | COM | $3.0M | 1.1% | 81,300 SH | New |
| KULICKE & SOFFA INDS INC | COM | $246K | 0.1% | 5,400 SH | New |
| LUMENTUM HLDGS INC | COM | $4.1M | 1.5%Prev: 2.6% | 10,989 SH | Decreased-25,634 SH |
| MICROSOFT CORP | COM | $24.2M | 9.1% | 50,000 SH | New |
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | $10.8M | 4.0% | 195,921 SH | New |
| NVIDIA CORPORATION | COM | $29.1M | 10.9% | 155,844 SH | New |
| ONTO INNOVATION INC | COM | $347K | 0.1%Prev: 5.3% | 2,200 SH | Decreased-90,805 SH |
| ORACLE CORP | COM | $19.5M | 7.3% | 100,280 SH | New |
| SANDISK CORP | COM | $3.8M | 1.4% | 16,112 SH | New |
| SYNOPSYS INC | COM | $44.0M | 16.5%Prev: 24.8% | 93,570 SH | Decreased-20,285 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $26.9M | 10.1% | 88,679 SH | New |
| TAL EDUCATION GROUP | SPONSORED ADS | $5.9M | 2.2%Prev: 4.2% | 543,252 SH | Decreased-297,348 SH |
| ZEPP HEALTH CORPORATION | SPONSORED ADR | $3.6M | 1.3% | 133,665 SH | New |
| 13F-HR |
| 0002008306-26-000005 |
| $221.4M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0002008306-25-000003 | $282.7M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0002008306-26-000002 | $332.0M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0002008306-25-000002 | $149.6M | View |