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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| FUTU | FUTU HLDGS LTD | 19.92% | 1,768,283 | $165,758,848 | 348,800 | 24.57% | $93.74 | 13F |
| VIPS | VIPSHOP HLDGS LTD | 5.53% | 3,470,400 | $46,017,504 | 3,345,700 | 2683% | $13.26 | 13F |
| LITE | LUMENTUM HLDGS INC | 0.34% | 3,300 | $2,831,598 | 1,800 | 120% | $858.06 | 13F |
| NVDA | NVIDIA CORPORATION | 0.34% | 14,054 | $2,812,065 | 7,444 | 112.62% | $200.09 | 13F |
| GLW | CORNING INC | 0.32% | 10,266 | $2,622,244 | 2,566 | 33.32% | $255.43 | 13F |
| COHR | COHERENT CORP | 0.3% | 6,417 | $2,531,314 | 2,142 | 50.11% | $394.47 | 13F |