| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| ALAB | ASTERA LABS INC | -676,586 | Exited | 13F | ||||
| CPNG | COUPANG INC | -171,553 | Exited | 13F | ||||
| FUTU | FUTU HLDGS LTD | -37,421 | Exited | 13F | ||||
| JD | JD.COM INC | -87,778 | Exited | 13F | ||||
| BEKE | KE HLDGS INC | -272,205 | Exited | 13F | ||||
| MPWR | MONOLITHIC PWR SYS INC | -193,432 | Exited | 13F | ||||
| TTAN | SERVICETITAN INC | -631,258 | Exited | 13F | ||||
| SEDG | SOLAREDGE TECHNOLOGIES INC | -43,500 | Exited | 13F | ||||
| SMCI | SUPER MICRO COMPUTER INC | -8,866,735 | Exited | 13F | ||||
| TEM | TEMPUS AI INC | -935,562 | Exited | 13F | ||||
| QFIN | QIFU TECHNOLOGY INC | -79,124 | Exited | 13F | ||||
| TCOM | TRIP COM GROUP LTD | -222,892 | Exited | 13F | ||||
| NVCR | NOVOCURE LTD | -608,672 | Exited | 13F |