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CIK 0002153025 • 3 13F filings • Sep 16, 2026 – Sep 16, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $11.6M | 5.7%Prev: 2.8% | 20,000 SH | Increased |
| ALPHABET INC | CAP STK CL A | $26.1M | 12.9% | 73,083 SH | New |
| APPLIED MATLS INC | COM | $12.3M | 6.1% | 17,000 SH | New |
| ASML HLDG NV | N Y REGISTRY SHS | $6.0M | 2.9% | 3,000 SH | New |
| ASTERA LABS INC | COM | $4.8M | 2.4% | 10,000 SH | New |
| BROADCOM INC | COM | $7.6M | 3.7% | 20,000 SH | New |
| GE VERNOVA INC | COM | $5.3M | 2.6%Prev: 6.1% | 4,513 SH | Decreased-5,487 SH |
| ISHARES INC | MSCI STH KOR ETF | $6.5M | 3.2% | 32,000 SH | New |
| ISHARES TR | ISHARES SEMICDTR | $9.6M | 4.7% | 15,000 SH | New |
| MICRON TECHNOLOGY INC | COM | $3.5M | 1.7% | 3,000 SH | New |
| NVIDIA CORPORATION | COM | $15.6M | 7.7%Prev: 7.9% | 78,080 SH | Increased+13,080 SH |
| QFIN HOLDINGS INC | AMERICAN DEP | $5.4M | 2.7% | 344,000 SH | New |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $79.5M | 39.2% | 166,530 SH | New |
| TENCENT MUSIC ENTMT GROUP | SPON ADS | $2.5M | 1.2% | 300,000 SH | New |
| VERTIV HOLDINGS CO | COM CL A | $6.7M | 3.3% | 20,000 SH | New |
| 13F-HR |
| 0002153025-26-000007 |
| $144.2M |
| View |