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CIK 0002008306 • 6 13F filings • May 14, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $17.4M | 6.1% | 122,275 SH | New |
| ALPHABET INC | CAP STK CL C | $18.5M | 6.6%Prev: 12.1% | 104,500 SH | Decreased+291 SH |
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | $5.9M | 2.1% | 181,144 SH | New |
| CHINA YUCHAI INTL LTD | COM | $6.5M | 2.3% | 273,811 SH | New |
| DUOLINGO INC | CL A COM | $556K | 0.2% | 1,355 SH | New |
| GDS HLDGS LTD | SPONSORED ADS | $9.2M | 3.3% | 301,872 SH | New |
| INTEL CORP | COM | $7.0M | 2.5%Prev: 1.3% | 312,565 SH | Increased+216,015 SH |
| LEXINFINTECH HLDGS LTD | ADR | $7.9M | 2.8% | 1,094,927 SH | New |
| MARVELL TECHNOLOGY INC | COM | $23.5M | 8.3% | 304,200 SH | New |
| MP MATERIALS CORP | COM CL A | $5.8M | 2.1% | 174,390 SH | New |
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | $14.3M | 5.0% | 264,500 SH | New |
| NVIDIA CORPORATION | COM | $16.5M | 5.8% | 104,585 SH | New |
| PDD HOLDINGS INC | SPONSORED ADS | $20.2M | 7.1% | 193,008 SH | New |
| REDDIT INC | CL A | $349K | 0.1% | 2,320 SH | New |
| ROBINHOOD MKTS INC | COM CL A | $16.4M | 5.8% | 174,670 SH | New |
| ROOT INC | CL A NEW | $14.1M | 5.0% | 110,405 SH | New |
| RUBRIK INC. | CL A | $18.9M | 6.7% | 211,050 SH | New |
| SHARPLINK GAMING INC | COM NEW | $280K | 0.1% | 28,200 SH | New |
| SYNOPSYS INC | COM | $21.6M | 7.7%Prev: 9.9% | 42,220 SH | Decreased-40,348 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $10.5M | 3.7% | 46,305 SH | New |
| TAL EDUCATION GROUP | SPONSORED ADS | $21.7M | 7.7% | 2,124,031 SH | New |
| TESLA INC | COM | $904K | 0.3%Prev: 4.7% | 2,845 SH | Decreased-38,915 SH |
| TRIP COM GROUP LTD | ADS | $12.6M | 4.5% | 214,916 SH | New |
| VNET GROUP INC | SPONSORED ADS A | $1.7M | 0.6% | 246,759 SH | New |
| ZETA GLOBAL HOLDINGS CORP | CL A | $10.3M | 3.7% | 667,225 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 |