The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADOBE INC | COM | 00724F101 | 75,009,325 | 125,728 | SH | SOLE | 125,728 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 845,683 | 6,054 | SH | SOLE | 6,054 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 15,906,769 | 112,870 | SH | SOLE | 112,870 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 19,563,642 | 128,759 | SH | SOLE | 128,759 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 24,846,305 | 105,500 | SH | SOLE | 105,500 | 0 | 0 | ||
BILL HOLDINGS INC | COM | 090043100 | 2,025,145 | 24,821 | SH | SOLE | 24,821 | 0 | 0 | ||
BLOCK INC | CL A | 852234103 | 11,138,400 | 144,000 | SH | SOLE | 144,000 | 0 | 0 | ||
COHERENT CORP | COM | 19247G107 | 26,577,024 | 610,545 | SH | SOLE | 610,545 | 0 | 0 | ||
CONFLUENT INC | CLASS A COM | 20717M103 | 1,155,422 | 49,377 | SH | SOLE | 49,377 | 0 | 0 | ||
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 994,268 | 4,539 | SH | SOLE | 4,539 | 0 | 0 | ||
DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 49,369,839 | 1,856,009 | SH | SOLE | 1,856,009 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 59,943,531 | 663,900 | SH | SOLE | 663,900 | 0 | 0 | ||
FIVE9 INC | COM | 338307101 | 5,835,965 | 74,164 | SH | SOLE | 74,164 | 0 | 0 | ||
HASHICORP INC | COM CL A | 418100103 | 1,333,343 | 56,402 | SH | SOLE | 56,402 | 0 | 0 | ||
HUBSPOT INC | COM | 443573100 | 4,909,046 | 8,456 | SH | SOLE | 8,456 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 69,090,514 | 195,193 | SH | SOLE | 195,193 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 126,270,472 | 335,790 | SH | SOLE | 335,790 | 0 | 0 | ||
MONDAY COM LTD | SHS | M7S64H106 | 901,300 | 4,799 | SH | SOLE | 4,799 | 0 | 0 | ||
MONGODB INC | CL A | 60937P106 | 35,140,249 | 85,949 | SH | SOLE | 85,949 | 0 | 0 | ||
NETEASE INC | SPONSORED ADS | 64110W102 | 164,307,130 | 1,763,709 | SH | SOLE | 1,763,709 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 17,153,777 | 162,703 | SH | SOLE | 162,703 | 0 | 0 | ||
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 331,163,467 | 2,263,437 | SH | SOLE | 2,263,437 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 48,298,755 | 333,947 | SH | SOLE | 333,947 | 0 | 0 | ||
SALESFORCE INC | COM | 79466L302 | 97,754,931 | 371,494 | SH | SOLE | 371,494 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 106,544,344 | 150,808 | SH | SOLE | 150,808 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 80,140,882 | 402,718 | SH | SOLE | 402,718 | 0 | 0 | ||
TRIP COM GROUP LTD | ADS | 89677Q107 | 495,138 | 13,750 | SH | SOLE | 13,750 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 44,549,404 | 723,557 | SH | SOLE | 723,557 | 0 | 0 | ||
WIX COM LTD | SHS | M98068105 | 1,911,608 | 15,539 | SH | SOLE | 15,539 | 0 | 0 | ||
ZSCALER INC | COM | 98980G102 | 4,681,784 | 21,131 | SH | SOLE | 21,131 | 0 | 0 |