| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | ALPHABET INC CAP STK CL A | $840.1M | 2.92M | 21.7% | ADDED | +231.6K |
| 2 | PDD HOLDINGS INC SPONSORED ADS | $454.7M | 4.45M | 11.7% | ADDED | +3.85M |
| 3 | NETEASE COM INC SPONSORED ADS | $329.7M | 2.95M | 8.5% | ADDED | +2.70M |
| 4 | META PLATFORMS INC CL A | $309.9M | 541.7K | 8.0% | REDUCED | -455,219 |
| 5 | INTEL CORP COM | $305.5M | 6.92M | 7.9% | ADDED | +4.33M |
| 6 | FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | $304.5M | 36.69M | 7.9% | ADDED | +33.56M |
| 7 | AMAZON COM INC COM | $209.2M | 1.00M | 5.4% | NEW | — |
| 8 | FUTU HLDGS LTD SPON ADS CL A | $136.3M | 996.3K | 3.5% | REDUCED | -139,473 |
| 9 | NVIDIA CORPORATION COM | $133.0M | 762.7K | 3.4% | REDUCED | -75,159 |
| 10 | TRIP COM GROUP LTD ADS | $106.9M | 2.15M | 2.8% | NEW | — |
| 11 | NEW ORIENTAL ED & TECHNOLOGY SPON ADR | $73.7M | 1.30M | 1.9% | ADDED | +1.27M |
| 12 | ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS | $73.2M | 1.99M | 1.9% | ADDED | +1.69M |
| 13 | PDD HOLDINGS INC SPONSORED ADS | $66.8M | 653.6K | 1.7% | ADDED | +52.6K |
| 14 | ALIBABA GROUP HLDG LTD SPONSORED ADS | $63.1M | 502.7K | 1.6% | ADDED | +302.4K |
| 15 | APPLE INC COM | $63.0M | 248.4K | 1.6% | ADDED | +35.3K |
| 16 | SEA LTD SPONSORD ADS | $40.4M | 488.0K | 1.0% | ADDED | +163.9K |
| 17 | FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | $35.4M | 4.27M | 0.9% | ADDED | +1.14M |
| 18 | QFIN HOLDINGS INC AMERICAN DEP | $35.4M | 2.74M | 0.9% | ADDED | +2.18M |
| 19 | UNITEDHEALTH GROUP INC COM | $35.3M | 130.3K | 0.9% | —HELD | 0 |
| 20 | H WORLD GROUP LTD SPONSORED ADS | $30.9M | 613.6K | 0.8% | ADDED | +248.0K |
| 21 | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $28.1M | 83.1K | 0.7% | REDUCED | -6,774 |
| 22 | NETEASE COM INC SPONSORED ADS | $27.4M | 244.8K | 0.7% | —HELD | 0 |
| 23 | ALIBABA GROUP HLDG LTD SPONSORED ADS | $25.1M | 200.3K | 0.6% | —HELD | 0 |
| 24 | TAL ED GROUP SPONSORED ADS | $23.0M | 2.03M | 0.6% | ADDED | +1.60M |
| 25 | TRIP COM GROUP LTD ADS | $22.8M | 457.0K | 0.6% | NEW | — |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 8, 2026