Total Holdings: 25
| Holding Name |
Ticker
|
Shares |
Market Value
(US$) |
% of Net
Assets |
| Nvidia Corp |
NVDA US
|
253,548
|
45,113,796 |
7.99
|
| Advanced Micro Devices Inc |
AMD US
|
406,000
|
40,628,420 |
7.20
|
| Activision Blizzard Inc |
ATVI US
|
494,864
|
40,083,984 |
7.10
|
| Roblox Corp |
RBLX US
|
810,110
|
39,614,379 |
7.02
|
| Tencent Holdings Ltd |
700 HK
|
947,940
|
36,155,243 |
6.40
|
| Nintendo Co Ltd |
7974 JP
|
73,770
|
31,599,679 |
5.60
|
| Netease Inc |
NTES US
|
331,909
|
29,692,579 |
5.26
|
| Electronic Arts Inc |
EA US
|
212,261
|
27,816,804 |
4.93
|
| Bandai Namco Holdings Inc |
7832 JP
|
363,302
|
27,020,123 |
4.79
|
| Unity Software Inc |
U US
|
539,182
|
26,829,696 |
4.75
|
| Aristocrat Leisure Ltd |
ALL AU
|
1,074,886
|
25,640,255 |
4.54
|
| Sea Ltd |
SE US
|
299,470
|
25,616,664 |
4.54
|
| Take-Two Interactive Software Inc |
TTWO US
|
202,404
|
25,403,726 |
4.50
|
| Nexon Co Ltd |
3659 JP
|
1,100,305
|
24,541,967 |
4.35
|
| Ubisoft Entertainment Sa |
UBI FP
|
336,164
|
15,892,614 |
2.82
|
| Embracer Group Ab |
EMBRACB SS
|
1,909,351
|
15,029,410 |
2.66
|
| Bilibili Inc |
BILI US
|
578,607
|
14,262,663 |
2.53
|
| Capcom Co Ltd |
9697 JP
|
519,416
|
13,821,535 |
2.45
|
| Konami Holdings Corp |
9766 JP
|
252,208
|
12,879,503 |
2.28
|
| Ncsoft Corp |
036570 KS
|
42,795
|
12,725,494 |
2.25
|
| Micro-Star International Co Ltd |
2377 TT
|
2,538,001
|
10,060,864 |
1.78
|
| Kingsoft Corp Ltd |
3888 HK
|
2,495,859
|
8,314,390 |
1.47
|
| Square Enix Holdings Co Ltd |
9684 JP
|
156,805
|
7,251,031 |
1.28
|
| Cd Projekt Sa |
CDR PW
|
225,665
|
4,494,333 |
0.80
|
| Netmarble Corp |
251270 KS
|
68,766
|
3,763,313 |
0.67
|
| Other/Cash |
--
|
--
|
318,892 |
0.06
|
These are not recommendations to buy or to sell any security. Securities and holdings may vary.