| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| 2308.TW (DELTA ELECTRONICS INC) | 1,174,000 | TWD 38,220,494 -2.4% | TWD 32.5558 -2.4% | |
| NVDA (NVIDIA Corporation) | 125,085 | USD 23,242,044 0.5% | USD 185.81 0.5% | |
| IFX.DE (Infineon Technologies AG) | 418,768 | EUR 20,753,107 1.8% | EUR 49.5575 1.8% | |
| 6723.T (Renesas Electronics Corporation) | 1,321,000 | JPY 20,114,009 1.1% | JPY 15.2264 1.1% | |
| NXPI (NXP Semiconductors NV) | 82,330 | USD 19,684,280 0.3% | USD 239.09 0.3% | |
| QCOM (Qualcomm Incorporated) | 113,160 | USD 18,704,216 -2.4% | USD 165.29 -2.4% | |
| 6902.T (DENSO Corporation) | 1,314,600 | JPY 18,271,315 1.7% | JPY 13.8988 1.7% | |
| VOW3.DE (Volkswagen AG) | 146,722 | EUR 17,453,566 -0.7% | EUR 118.957 -0.7% | |
| 012330.KS (HYUNDAI MOBIS LTD) | 47,223 | KRW 14,449,809 14.1% | KRW 305.991 14.1% | |
| STMMI.MI (STMicroelectronics NV) | 485,135 | EUR 13,972,505 1.3% | EUR 28.8013 1.3% | |
| 9868.HK (XPENG CLASS A INC) | 1,142,500 | HKD 12,024,851 2.1% | HKD 10.525 2.1% | |
| 1211.HK (BYD LTD H) | 962,000 | HKD 11,993,475 1.6% | HKD 12.4672 1.6% | |
| RIVN (Rivian Automotive Inc) | 603,431 | USD 11,374,674 -1.6% | USD 18.85 -1.6% | |
| 006400.KS (SAMSUNG SDI LTD) | 49,330 | KRW 10,040,708 7.5% | KRW 203.542 7.5% | |
| 300750.SZ (Contemporary Amperex Technology Co., Limited) | 193,500 | CNY 9,964,426 -0.9% | CNY 51.4957 -0.9% | |
| LSCC (Lattice Semiconductor Corporation) | 101,190 | USD 8,732,697 3.9% | USD 86.3 3.9% | |
| 009150.KS (SAMSUNG ELECTRO MECHANICS LTD) | 41,943 | KRW 8,224,118 3.2% | KRW 196.078 3.2% | |
| 2015.HK (LI AUTO CLASS A INC) | 958,300 | HKD 7,991,515 -0.1% | HKD 8.33926 0.0% | |
| BWA (BorgWarner Inc) | 160,902 | USD 7,747,431 -0.2% | USD 48.15 -0.2% | |
| ALV (Autoliv Inc) | 56,826 | USD 7,283,388 1.0% | USD 128.17 1.0% | |
| SWKS (Skyworks Solutions Inc) | 109,940 | USD 6,431,490 -0.6% | USD 58.5 -0.6% | |
| CON.DE (Continental AG) | 79,550 | EUR 6,272,833 -2.3% | EUR 78.854 -2.3% | |
| 9866.HK (NIO CLASS A INC) | 1,229,290 | HKD 5,944,377 0.4% | HKD 4.83562 0.4% | |
| RNO.PA (Renault SA) | 152,398 | EUR 5,935,794 -0.2% | EUR 38.9493 -0.2% | |
| PAH3.DE (Porsche Automobil Holding SE) | 112,134 | EUR 4,972,437 -0.8% | EUR 44.3437 -0.8% | |
| LEA (Lear Corporation) | 35,849 | USD 4,469,295 0.4% | USD 124.67 0.4% | |
| 2382.HK (SUNNY OPTICAL TECHNOLOGY LTD) | 516,800 | HKD 4,309,731 0.6% | HKD 8.33926 0.6% | |
| GNTX (Gentex Corporation) | 164,625 | USD 3,947,708 -1.3% | USD 23.98 -1.3% | |
| 9863.HK (ZHEJIANG LEAPMOTOR TECHNOLOGY LTD) | 485,800 | HKD 3,034,206 2.5% | HKD 6.24579 2.5% | |
| ALGM (Allegro Microsystems Inc) | 92,052 | USD 2,833,361 2.0% | USD 30.78 2.0% | |
| 2018.HK (AAC TECHNOLOGIES HOLDINGS INC) | 540,000 | HKD 2,706,767 -0.4% | HKD 5.01253 -0.4% | |
| VOW.DE (Volkswagen AG) | 20,105 | EUR 2,419,734 -0.2% | EUR 120.355 -0.2% | |
| FR.PA (Valeo SE) | 160,792 | EUR 2,277,103 0.5% | EUR 14.1618 0.5% | |
| FRVIA.PA (Forvia SE) | 124,932 | EUR 2,072,750 -0.7% | EUR 16.591 -0.7% | |
| VC (Visteon Corp) | 19,897 | USD 1,980,945 0.1% | USD 99.56 0.1% | |
| 6770.T (Alps Alpine Co., Ltd.) | 125,200 | JPY 1,561,307 1.4% | JPY 12.4705 1.4% | |
| VSH (Vishay Intertechnology Inc) | 91,206 | USD 1,459,296 -0.5% | USD 16 -0.5% | |
| ADNT (Adient PLC) | 60,915 | USD 1,306,627 3.2% | USD 21.45 3.2% | |
| DWL.L (Dowlais Group Plc) | 999,944 | GBP 1,262,335 0.7% | GBP 1.26241 0.7% | |
| 601127.SS (SERES (赛力斯)) | 71,000 | CNY 1,249,625 -1.2% | CNY 17.6004 -1.2% | |
| 002594.SZ (BYD Company Limited) | 83,400 | CNY 1,162,692 -0.4% | CNY 13.9412 -0.4% | |
| BLBD (Blue Bird Corp) | 23,422 | USD 1,145,804 -0.2% | USD 48.92 -0.2% | |
| 179.HK (JOHNSON ELECTRIC HOLDINGS LTD) | 299,000 | HKD 1,113,136 -1.1% | HKD 3.72286 -1.1% | |
| MELE.BR (Melexis NV) | 15,075 | EUR 1,106,525 0.6% | EUR 73.4013 0.6% | |
| CIE.MC (CIE Automotive SA) | 31,700 | EUR 1,096,930 -0.4% | EUR 34.6035 -0.4% | |
| LCID (Lucid Group Inc) | 95,273 | USD 1,042,287 -2.8% | USD 10.94 -2.8% | |
| NFI.TO (NFI Group Inc) | 85,651 | CAD 1,034,267 1.7% | CAD 12.0754 1.7% | |
| 7313.T (TS TECH Co., Ltd.) | 70,800 | JPY 857,298 0.1% | JPY 12.1087 0.1% | |
| 603799.SS (HUAYOU COBALT (华友钴业)) | 76,500 | CNY 824,536 0.2% | CNY 10.7782 0.2% | |
| OPM.PA (Opmobility) | 40,793 | EUR 781,359 0.1% | EUR 19.1542 0.1% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 72,304 | USD 777,268 -6.0% | USD 10.75 -6.0% | |
| 011210.KS (HYUNDAI WIA CORP) | 11,979 | KRW 732,280 3.2% | KRW 61.1303 3.2% | |
| ELG.DE (Elmos Semiconductor SE) | 5,304 | EUR 674,822 0.8% | EUR 127.229 0.8% | |
| 7296.T (F.C.C. Co., Ltd.) | 27,000 | JPY 658,288 1.7% | JPY 24.381 1.7% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 35,400 | JPY 598,482 0.2% | JPY 16.9063 0.2% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,970 | KRW 540,067 5.3% | KRW 45.1184 5.3% | |
| 002920.SZ (Huizhou Desay SV Automotive Co., Ltd.) | 24,900 | CNY 492,967 -0.7% | CNY 19.7979 -0.7% | |
| 603893.SS (ROCKCHIP (瑞芯微)) | 18,100 | CNY 482,912 -5.7% | CNY 26.6802 -5.7% | |
| 002074.SZ (Gotion High-tech Co., Ltd.) | 82,700 | CNY 469,762 -1.3% | CNY 5.68031 -1.3% | |
| CPS (Cooper Stnd) | 12,841 | USD 429,275 1.3% | USD 33.43 1.3% | |
| 600741.SS (HASCO (华域汽车)) | 136,100 | CNY 392,597 -0.7% | CNY 2.88462 -0.7% | |
| 5851.T (Ryobi Limited) | 22,000 | JPY 389,518 0.1% | JPY 17.7054 0.1% | |
| 603659.SS (PUTAILAI (璞泰来)) | 97,900 | CNY 374,667 -1.1% | CNY 3.82704 -1.1% | |
| 248070.KS (SOLUM LTD) | 29,240 | KRW 309,084 -0.3% | KRW 10.5706 -0.3% | |
| 600733.SS (BAIC BLUEPARK (北汽蓝谷)) | 255,600 | CNY 307,976 -5.3% | CNY 1.20491 -5.3% | |
| 002340.SZ (GEM Co., Ltd.) | 235,200 | CNY 294,192 -1.2% | CNY 1.25082 -1.2% | |
| 018880.KS (HANON SYSTEMS) | 129,660 | KRW 263,912 5.1% | KRW 2.03542 5.1% | |
| 603160.SS (GOODIX (汇顶科技)) | 21,900 | CNY 253,290 -2.8% | CNY 11.5658 -2.8% | |
| 601799.SS (XINGYU CO.,LTD (星宇股份)) | 13,900 | CNY 253,079 0.1% | CNY 18.2071 0.1% | |
| 688099.SS (Amlogic (Shanghai) Co.,Ltd.) | 18,127 | CNY 243,117 -1.7% | CNY 13.4119 -1.7% | |
| 5970.T (G-Tekt Corporation) | 18,100 | JPY 233,232 1.2% | JPY 12.8857 1.2% | |
| MVIS (Microvision Inc) | 179,330 | USD 170,848 -2.4% | USD 0.952702 -2.4% | |
| 710.HK (BOE VARITRONIX LTD) | 268,000 | HKD 168,349 -0.7% | HKD 0.628168 -0.7% | |
| CHPT (ChargePoint Holdings Inc) | 15,221 | USD 105,482 -1.6% | USD 6.93003 -1.6% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| 2308.TW (DELTA ELECTRONICS INC) | 1,174,000 | TWD 39,154,983 3.9% | TWD 33.3518 3.9% | |
| NVDA (NVIDIA Corporation) | 125,085 | USD 23,133,220 0.0% | USD 184.94 0.0% | |
| IFX.DE (Infineon Technologies AG) | 418,768 | EUR 20,382,717 0.6% | EUR 48.6731 0.6% | |
| 6723.T (Renesas Electronics Corporation) | 1,321,000 | JPY 19,904,277 -0.1% | JPY 15.0676 -0.1% | |
| NXPI (NXP Semiconductors NV) | 82,330 | USD 19,621,709 -1.2% | USD 238.33 -1.2% | |
| QCOM (Qualcomm Incorporated) | 113,160 | USD 19,154,593 -4.8% | USD 169.27 -4.8% | |
| 6902.T (DENSO Corporation) | 1,314,600 | JPY 17,968,544 -0.1% | JPY 13.6684 -0.1% | |
| VOW3.DE (Volkswagen AG) | 146,722 | EUR 17,568,566 -1.0% | EUR 119.741 -1.0% | |
| STMMI.MI (STMicroelectronics NV) | 485,135 | EUR 13,791,489 -1.1% | EUR 28.4281 -1.1% | |
| 012330.KS (HYUNDAI MOBIS LTD) | 47,223 | KRW 12,669,115 -2.1% | KRW 268.283 -2.1% | |
| 1211.HK (BYD LTD H) | 962,000 | HKD 11,808,223 1.2% | HKD 12.2747 1.2% | |
| 9868.HK (XPENG CLASS A INC) | 1,142,500 | HKD 11,774,423 2.3% | HKD 10.3058 2.3% | |
| RIVN (Rivian Automotive Inc) | 603,431 | USD 11,555,704 -0.4% | USD 19.15 -0.4% | |
| 300750.SZ (Contemporary Amperex Technology Co., Limited) | 193,500 | CNY 10,050,201 -1.9% | CNY 51.939 -1.9% | |
| 006400.KS (SAMSUNG SDI LTD) | 49,330 | KRW 9,337,968 3.2% | KRW 189.296 3.2% | |
| LSCC (Lattice Semiconductor Corporation) | 101,190 | USD 8,408,889 -2.0% | USD 83.1 -2.0% | |
| 2015.HK (LI AUTO CLASS A INC) | 958,300 | HKD 7,995,513 0.0% | HKD 8.34343 0.0% | |
| 009150.KS (SAMSUNG ELECTRO MECHANICS LTD) | 41,943 | KRW 7,968,199 4.1% | KRW 189.977 4.1% | |
| BWA (BorgWarner Inc) | 160,902 | USD 7,766,740 1.3% | USD 48.27 1.3% | |
| ALV (Autoliv Inc) | 56,826 | USD 7,214,061 1.5% | USD 126.95 1.5% | |
| SWKS (Skyworks Solutions Inc) | 109,940 | USD 6,469,969 -2.2% | USD 58.85 -2.2% | |
| CON.DE (Continental AG) | 79,550 | EUR 6,423,343 -0.1% | EUR 80.746 -0.1% | |
| RNO.PA (Renault SA) | 152,398 | EUR 5,949,808 -0.8% | EUR 39.0412 -0.8% | |
| 9866.HK (NIO CLASS A INC) | 1,229,290 | HKD 5,922,124 1.1% | HKD 4.81752 1.1% | |
| PAH3.DE (Porsche Automobil Holding SE) | 112,134 | EUR 5,011,866 -0.6% | EUR 44.6953 -0.6% | |
| LEA (Lear Corporation) | 35,849 | USD 4,452,804 -0.2% | USD 124.21 -0.2% | |
| 2382.HK (SUNNY OPTICAL TECHNOLOGY LTD) | 516,800 | HKD 4,282,058 -0.2% | HKD 8.28572 -0.2% | |
| GNTX (Gentex Corporation) | 164,625 | USD 4,000,388 -0.9% | USD 24.3 -0.9% | |
| 9863.HK (ZHEJIANG LEAPMOTOR TECHNOLOGY LTD) | 485,800 | HKD 2,959,707 -1.3% | HKD 6.09244 -1.3% | |
| ALGM (Allegro Microsystems Inc) | 92,052 | USD 2,777,209 -3.6% | USD 30.17 -3.6% | |
| 2018.HK (AAC TECHNOLOGIES HOLDINGS INC) | 540,000 | HKD 2,717,818 2.2% | HKD 5.033 2.2% | |
| VOW.DE (Volkswagen AG) | 20,105 | EUR 2,423,823 -1.3% | EUR 120.558 -1.3% | |
| FR.PA (Valeo SE) | 160,792 | EUR 2,265,317 -0.2% | EUR 14.0885 -0.2% | |
| FRVIA.PA (Forvia SE) | 124,932 | EUR 2,087,022 -0.2% | EUR 16.7053 -0.2% | |
| VC (Visteon Corp) | 19,897 | USD 1,978,160 -2.4% | USD 99.42 -2.4% | |
| 6770.T (Alps Alpine Co., Ltd.) | 125,200 | JPY 1,539,289 -0.1% | JPY 12.2946 -0.1% | |
| VSH (Vishay Intertechnology Inc) | 91,206 | USD 1,466,592 -0.7% | USD 16.08 -0.7% | |
| ADNT (Adient PLC) | 60,915 | USD 1,265,814 0.9% | USD 20.78 0.9% | |
| 601127.SS (SERES (赛力斯)) | 71,000 | CNY 1,264,604 -0.4% | CNY 17.8113 -0.4% | |
| DWL.L (Dowlais Group Plc) | 999,944 | GBP 1,253,151 1.7% | GBP 1.25322 1.7% | |
| 002594.SZ (BYD Company Limited) | 83,400 | CNY 1,167,364 0.6% | CNY 13.9972 0.6% | |
| BLBD (Blue Bird Corp) | 23,422 | USD 1,147,678 1.2% | USD 49 1.2% | |
| 179.HK (JOHNSON ELECTRIC HOLDINGS LTD) | 299,000 | HKD 1,125,198 -1.6% | HKD 3.7632 -1.6% | |
| CIE.MC (CIE Automotive SA) | 31,700 | EUR 1,101,700 -0.5% | EUR 34.7539 -0.5% | |
| MELE.BR (Melexis NV) | 15,075 | EUR 1,099,783 -0.3% | EUR 72.9541 -0.3% | |
| LCID (Lucid Group Inc) | 95,273 | USD 1,072,774 -0.6% | USD 11.26 -0.6% | |
| NFI.TO (NFI Group Inc) | 85,651 | CAD 1,016,810 2.3% | CAD 11.8715 2.3% | |
| 7313.T (TS TECH Co., Ltd.) | 70,800 | JPY 856,117 -0.1% | JPY 12.092 -0.1% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 72,304 | USD 827,158 -1.0% | USD 11.44 -1.0% | |
| 603799.SS (HUAYOU COBALT (华友钴业)) | 76,500 | CNY 822,505 -1.3% | CNY 10.7517 -1.3% | |
| OPM.PA (Opmobility) | 40,793 | EUR 780,579 -1.1% | EUR 19.1351 -1.1% | |
| 011210.KS (HYUNDAI WIA CORP) | 11,979 | KRW 709,637 -5.7% | KRW 59.2401 -5.7% | |
| ELG.DE (Elmos Semiconductor SE) | 5,304 | EUR 669,182 0.0% | EUR 126.166 0.0% | |
| 7296.T (F.C.C. Co., Ltd.) | 27,000 | JPY 646,988 -0.1% | JPY 23.9625 -0.1% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 35,400 | JPY 597,041 -0.1% | JPY 16.8656 -0.1% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,970 | KRW 512,674 0.4% | KRW 42.8299 0.4% | |
| 603893.SS (ROCKCHIP (瑞芯微)) | 18,100 | CNY 512,052 5.3% | CNY 28.2902 5.3% | |
| 002920.SZ (Huizhou Desay SV Automotive Co., Ltd.) | 24,900 | CNY 496,387 3.2% | CNY 19.9352 3.2% | |
| 002074.SZ (Gotion High-tech Co., Ltd.) | 82,700 | CNY 475,995 -2.2% | CNY 5.75568 -2.2% | |
| CPS (Cooper Stnd) | 12,841 | USD 423,881 -1.0% | USD 33.01 -1.0% | |
| 600741.SS (HASCO (华域汽车)) | 136,100 | CNY 395,388 -0.4% | CNY 2.90513 -0.4% | |
| 5851.T (Ryobi Limited) | 22,000 | JPY 389,288 -0.1% | JPY 17.6949 -0.1% | |
| 603659.SS (PUTAILAI (璞泰来)) | 97,900 | CNY 378,888 -2.6% | CNY 3.87015 -2.6% | |
| 600733.SS (BAIC BLUEPARK (北汽蓝谷)) | 255,600 | CNY 325,210 4.0% | CNY 1.27234 4.0% | |
| 248070.KS (SOLUM LTD) | 29,240 | KRW 310,001 -0.6% | KRW 10.6019 -0.6% | |
| 002340.SZ (GEM Co., Ltd.) | 235,200 | CNY 297,903 0.7% | CNY 1.26659 0.7% | |
| 603160.SS (GOODIX (汇顶科技)) | 21,900 | CNY 260,716 1.4% | CNY 11.9048 1.4% | |
| 601799.SS (XINGYU CO.,LTD (星宇股份)) | 13,900 | CNY 252,807 0.3% | CNY 18.1876 0.3% | |
| 018880.KS (HANON SYSTEMS) | 129,660 | KRW 251,180 0.3% | KRW 1.93722 0.3% | |
| 688099.SS (Amlogic (Shanghai) Co.,Ltd.) | 18,127 | CNY 247,219 3.3% | CNY 13.6382 3.3% | |
| 5970.T (G-Tekt Corporation) | 18,100 | JPY 230,554 -0.1% | JPY 12.7378 -0.1% | |
| MVIS (Microvision Inc) | 179,330 | USD 175,026 5.9% | USD 0.976 5.9% | |
| 710.HK (BOE VARITRONIX LTD) | 268,000 | HKD 169,465 -0.4% | HKD 0.632332 -0.4% | |
| CHPT (ChargePoint Holdings Inc) | 15,221 | USD 107,156 2.0% | USD 7.04001 2.0% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| 2308.TW (DELTA ELECTRONICS INC) | 1,174,000 | TWD 37,670,434 0.3% | TWD 32.0873 0.3% | |
| NVDA (NVIDIA Corporation) | 125,085 | USD 23,123,213 -0.1% | USD 184.86 -0.1% | |
| IFX.DE (Infineon Technologies AG) | 418,768 | EUR 20,255,119 2.2% | EUR 48.3684 2.2% | |
| QCOM (Qualcomm Incorporated) | 113,160 | USD 20,117,585 -2.2% | USD 177.78 -2.2% | |
| 6723.T (Renesas Electronics Corporation) | 1,321,000 | JPY 19,914,363 3.7% | JPY 15.0752 3.7% | |
| NXPI (NXP Semiconductors NV) | 82,330 | USD 19,853,880 1.4% | USD 241.15 1.4% | |
| 6902.T (DENSO Corporation) | 1,314,600 | JPY 17,977,649 1.2% | JPY 13.6754 1.2% | |
| VOW3.DE (Volkswagen AG) | 146,722 | EUR 17,737,484 1.8% | EUR 120.892 1.8% | |
| STMMI.MI (STMicroelectronics NV) | 485,135 | EUR 13,940,746 2.6% | EUR 28.7358 2.6% | |
| 012330.KS (HYUNDAI MOBIS LTD) | 47,223 | KRW 12,938,030 1.6% | KRW 273.977 1.6% | |
| 1211.HK (BYD LTD H) | 962,000 | HKD 11,668,497 -0.1% | HKD 12.1294 -0.1% | |
| RIVN (Rivian Automotive Inc) | 603,431 | USD 11,597,944 -3.4% | USD 19.22 -3.4% | |
| 9868.HK (XPENG CLASS A INC) | 1,142,500 | HKD 11,512,793 -0.6% | HKD 10.0768 -0.6% | |
| 300750.SZ (Contemporary Amperex Technology Co., Limited) | 193,500 | CNY 10,245,138 0.1% | CNY 52.9464 0.1% | |
| 006400.KS (SAMSUNG SDI LTD) | 49,330 | KRW 9,049,669 -1.8% | KRW 183.452 -1.8% | |
| LSCC (Lattice Semiconductor Corporation) | 101,190 | USD 8,580,912 3.2% | USD 84.8 3.2% | |
| 2015.HK (LI AUTO CLASS A INC) | 958,300 | HKD 7,997,000 -1.4% | HKD 8.34499 -1.4% | |
| BWA (BorgWarner Inc) | 160,902 | USD 7,670,198 -0.3% | USD 47.67 -0.3% | |
| 009150.KS (SAMSUNG ELECTRO MECHANICS LTD) | 41,943 | KRW 7,651,365 -2.7% | KRW 182.423 -2.7% | |
| ALV (Autoliv Inc) | 56,826 | USD 7,107,796 0.9% | USD 125.08 0.9% | |
| SWKS (Skyworks Solutions Inc) | 109,940 | USD 6,615,090 -0.8% | USD 60.17 -0.8% | |
| CON.DE (Continental AG) | 79,550 | EUR 6,428,580 0.4% | EUR 80.8118 0.4% | |
| RNO.PA (Renault SA) | 152,398 | EUR 5,996,340 -0.2% | EUR 39.3466 -0.2% | |
| 9866.HK (NIO CLASS A INC) | 1,229,290 | HKD 5,860,145 -1.3% | HKD 4.7671 -1.3% | |
| PAH3.DE (Porsche Automobil Holding SE) | 112,134 | EUR 5,041,269 -0.2% | EUR 44.9575 -0.2% | |
| LEA (Lear Corporation) | 35,849 | USD 4,460,333 -1.4% | USD 124.42 -1.4% | |
| 2382.HK (SUNNY OPTICAL TECHNOLOGY LTD) | 516,800 | HKD 4,289,484 1.3% | HKD 8.30009 1.3% | |
| GNTX (Gentex Corporation) | 164,625 | USD 4,036,605 -0.6% | USD 24.52 -0.6% | |
| 9863.HK (ZHEJIANG LEAPMOTOR TECHNOLOGY LTD) | 485,800 | HKD 2,997,650 -1.4% | HKD 6.17054 -1.4% | |
| ALGM (Allegro Microsystems Inc) | 92,052 | USD 2,880,307 0.0% | USD 31.29 0.0% | |
| 2018.HK (AAC TECHNOLOGIES HOLDINGS INC) | 540,000 | HKD 2,658,747 -0.9% | HKD 4.92361 -0.9% | |
| VOW.DE (Volkswagen AG) | 20,105 | EUR 2,455,104 1.8% | EUR 122.114 1.8% | |
| FR.PA (Valeo SE) | 160,792 | EUR 2,270,469 0.0% | EUR 14.1205 0.0% | |
| FRVIA.PA (Forvia SE) | 124,932 | EUR 2,090,604 1.3% | EUR 16.7339 1.3% | |
| VC (Visteon Corp) | 19,897 | USD 2,027,305 -2.2% | USD 101.89 -2.2% | |
| 6770.T (Alps Alpine Co., Ltd.) | 125,200 | JPY 1,540,069 -0.5% | JPY 12.3009 -0.5% | |
| VSH (Vishay Intertechnology Inc) | 91,206 | USD 1,476,625 0.7% | USD 16.19 0.7% | |
| 601127.SS (SERES (赛力斯)) | 71,000 | CNY 1,269,797 -0.3% | CNY 17.8845 -0.3% | |
| ADNT (Adient PLC) | 60,915 | USD 1,254,849 1.2% | USD 20.6 1.2% | |
| DWL.L (Dowlais Group Plc) | 999,944 | GBP 1,232,420 0.6% | GBP 1.23249 0.6% | |
| 002594.SZ (BYD Company Limited) | 83,400 | CNY 1,160,172 0.3% | CNY 13.9109 0.3% | |
| 179.HK (JOHNSON ELECTRIC HOLDINGS LTD) | 299,000 | HKD 1,143,819 4.2% | HKD 3.82548 4.2% | |
| BLBD (Blue Bird Corp) | 23,422 | USD 1,134,327 1.2% | USD 48.43 1.2% | |
| CIE.MC (CIE Automotive SA) | 31,700 | EUR 1,107,059 0.1% | EUR 34.923 0.1% | |
| MELE.BR (Melexis NV) | 15,075 | EUR 1,102,943 2.5% | EUR 73.1637 2.5% | |
| LCID (Lucid Group Inc) | 95,273 | USD 1,079,443 0.8% | USD 11.33 0.8% | |
| NFI.TO (NFI Group Inc) | 85,651 | CAD 993,475 2.1% | CAD 11.5991 2.1% | |
| 7313.T (TS TECH Co., Ltd.) | 70,800 | JPY 856,551 1.2% | JPY 12.0982 1.2% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 72,304 | USD 835,111 2.8% | USD 11.55 2.8% | |
| 603799.SS (HUAYOU COBALT (华友钴业)) | 76,500 | CNY 833,161 0.6% | CNY 10.891 0.6% | |
| OPM.PA (Opmobility) | 40,793 | EUR 789,236 0.9% | EUR 19.3473 0.9% | |
| 011210.KS (HYUNDAI WIA CORP) | 11,979 | KRW 752,513 8.7% | KRW 62.8194 8.7% | |
| ELG.DE (Elmos Semiconductor SE) | 5,304 | EUR 669,303 1.7% | EUR 126.188 1.7% | |
| 7296.T (F.C.C. Co., Ltd.) | 27,000 | JPY 647,316 0.0% | JPY 23.9747 0.0% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 35,400 | JPY 597,343 1.1% | JPY 16.8741 1.1% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,970 | KRW 510,602 -0.5% | KRW 42.6568 -0.5% | |
| 002074.SZ (Gotion High-tech Co., Ltd.) | 82,700 | CNY 486,572 1.0% | CNY 5.88358 1.0% | |
| 603893.SS (ROCKCHIP (瑞芯微)) | 18,100 | CNY 486,498 -0.6% | CNY 26.8783 -0.6% | |
| 002920.SZ (Huizhou Desay SV Automotive Co., Ltd.) | 24,900 | CNY 480,779 1.5% | CNY 19.3084 1.5% | |
| CPS (Cooper Stnd) | 12,841 | USD 428,119 -3.3% | USD 33.34 -3.3% | |
| 600741.SS (HASCO (华域汽车)) | 136,100 | CNY 397,157 -0.2% | CNY 2.91813 -0.2% | |
| 5851.T (Ryobi Limited) | 22,000 | JPY 389,485 0.4% | JPY 17.7039 0.4% | |
| 603659.SS (PUTAILAI (璞泰来)) | 97,900 | CNY 389,008 1.3% | CNY 3.97352 1.3% | |
| 600733.SS (BAIC BLUEPARK (北汽蓝谷)) | 255,600 | CNY 312,644 2.3% | CNY 1.22318 2.3% | |
| 248070.KS (SOLUM LTD) | 29,240 | KRW 311,821 -2.1% | KRW 10.6642 -2.1% | |
| 002340.SZ (GEM Co., Ltd.) | 235,200 | CNY 295,785 0.0% | CNY 1.25759 0.0% | |
| 603160.SS (GOODIX (汇顶科技)) | 21,900 | CNY 257,010 0.9% | CNY 11.7356 0.9% | |
| 601799.SS (XINGYU CO.,LTD (星宇股份)) | 13,900 | CNY 251,943 0.0% | CNY 18.1254 0.0% | |
| 018880.KS (HANON SYSTEMS) | 129,660 | KRW 250,312 0.0% | KRW 1.93053 0.0% | |
| 688099.SS (Amlogic (Shanghai) Co.,Ltd.) | 18,127 | CNY 239,245 -1.0% | CNY 13.1983 -1.0% | |
| 5970.T (G-Tekt Corporation) | 18,100 | JPY 230,671 0.8% | JPY 12.7443 0.8% | |
| 710.HK (BOE VARITRONIX LTD) | 268,000 | HKD 170,184 -8.2% | HKD 0.635015 -8.2% | |
| MVIS (Microvision Inc) | 179,330 | USD 165,288 -2.6% | USD 0.921697 -2.6% | |
| CHPT (ChargePoint Holdings Inc) | 15,221 | USD 105,025 -1.8% | USD 6.90001 -1.8% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| 2308.TW (DELTA ELECTRONICS INC) | 1,174,000 | TWD 37,561,455 -2.2% | TWD 31.9944 -2.2% | |
| NVDA (NVIDIA Corporation) | 125,085 | USD 23,145,728 -2.2% | USD 185.04 -2.2% | |
| QCOM (Qualcomm Incorporated) | 113,160 | USD 20,580,409 0.9% | USD 181.87 0.9% | |
| IFX.DE (Infineon Technologies AG) | 418,768 | EUR 19,815,819 -3.9% | EUR 47.3193 -3.9% | |
| NXPI (NXP Semiconductors NV) | 82,330 | USD 19,585,484 -0.6% | USD 237.89 -0.6% | |
| 6723.T (Renesas Electronics Corporation) | 1,321,000 | JPY 19,204,670 -3.0% | JPY 14.538 -3.0% | |
| 6902.T (DENSO Corporation) | 1,314,600 | JPY 17,762,373 -1.6% | JPY 13.5116 -1.6% | |
| VOW3.DE (Volkswagen AG) | 146,722 | EUR 17,425,434 -0.6% | EUR 118.765 -0.6% | |
| STMMI.MI (STMicroelectronics NV) | 485,135 | EUR 13,592,076 -2.9% | EUR 28.0171 -2.9% | |
| 012330.KS (HYUNDAI MOBIS LTD) | 47,223 | KRW 12,729,537 -0.7% | KRW 269.562 -0.7% | |
| RIVN (Rivian Automotive Inc) | 603,431 | USD 12,002,243 -0.8% | USD 19.89 -0.8% | |
| 1211.HK (BYD LTD H) | 962,000 | HKD 11,685,935 -0.8% | HKD 12.1475 -0.8% | |
| 9868.HK (XPENG CLASS A INC) | 1,142,500 | HKD 11,583,801 1.1% | HKD 10.139 1.1% | |
| 300750.SZ (Contemporary Amperex Technology Co., Limited) | 193,500 | CNY 10,231,085 -0.4% | CNY 52.8738 -0.4% | |
| 006400.KS (SAMSUNG SDI LTD) | 49,330 | KRW 9,216,429 -0.1% | KRW 186.832 -0.1% | |
| LSCC (Lattice Semiconductor Corporation) | 101,190 | USD 8,318,830 -1.0% | USD 82.21 -1.0% | |
| 2015.HK (LI AUTO CLASS A INC) | 958,300 | HKD 8,111,180 -1.3% | HKD 8.46413 -1.3% | |
| 009150.KS (SAMSUNG ELECTRO MECHANICS LTD) | 41,943 | KRW 7,865,216 1.4% | KRW 187.522 1.4% | |
| BWA (BorgWarner Inc) | 160,902 | USD 7,689,507 0.7% | USD 47.79 0.7% | |
| ALV (Autoliv Inc) | 56,826 | USD 7,044,719 0.6% | USD 123.97 0.6% | |
| SWKS (Skyworks Solutions Inc) | 109,940 | USD 6,668,960 1.4% | USD 60.66 1.4% | |
| CON.DE (Continental AG) | 79,550 | EUR 6,403,684 1.1% | EUR 80.4989 1.1% | |
| RNO.PA (Renault SA) | 152,398 | EUR 6,005,919 -2.8% | EUR 39.4094 -2.8% | |
| 9866.HK (NIO CLASS A INC) | 1,229,290 | HKD 5,935,276 0.0% | HKD 4.82821 0.0% | |
| PAH3.DE (Porsche Automobil Holding SE) | 112,134 | EUR 5,053,620 -0.3% | EUR 45.0677 -0.3% | |
| LEA (Lear Corporation) | 35,849 | USD 4,522,351 3.8% | USD 126.15 3.8% | |
| 2382.HK (SUNNY OPTICAL TECHNOLOGY LTD) | 516,800 | HKD 4,234,978 -4.2% | HKD 8.19462 -4.2% | |
| GNTX (Gentex Corporation) | 164,625 | USD 4,062,945 1.3% | USD 24.68 1.3% | |
| 9863.HK (ZHEJIANG LEAPMOTOR TECHNOLOGY LTD) | 485,800 | HKD 3,041,355 -1.4% | HKD 6.26051 -1.4% | |
| ALGM (Allegro Microsystems Inc) | 92,052 | USD 2,881,228 2.2% | USD 31.3 2.2% | |
| 2018.HK (AAC TECHNOLOGIES HOLDINGS INC) | 540,000 | HKD 2,683,471 -2.3% | HKD 4.96939 -2.3% | |
| VOW.DE (Volkswagen AG) | 20,105 | EUR 2,411,225 -0.8% | EUR 119.932 -0.8% | |
| FR.PA (Valeo SE) | 160,792 | EUR 2,270,753 0.3% | EUR 14.1223 0.3% | |
| VC (Visteon Corp) | 19,897 | USD 2,072,670 2.8% | USD 104.17 2.8% | |
| FRVIA.PA (Forvia SE) | 124,932 | EUR 2,064,576 1.7% | EUR 16.5256 1.7% | |
| 6770.T (Alps Alpine Co., Ltd.) | 125,200 | JPY 1,547,591 -1.8% | JPY 12.361 -1.8% | |
| VSH (Vishay Intertechnology Inc) | 91,206 | USD 1,466,592 -0.7% | USD 16.08 -0.7% | |
| 601127.SS (SERES (赛力斯)) | 71,000 | CNY 1,274,021 -2.3% | CNY 17.944 -2.3% | |
| ADNT (Adient PLC) | 60,915 | USD 1,240,229 5.2% | USD 20.36 5.2% | |
| DWL.L (Dowlais Group Plc) | 999,944 | GBP 1,225,124 4.1% | GBP 1.22519 4.1% | |
| 002594.SZ (BYD Company Limited) | 83,400 | CNY 1,157,091 -0.7% | CNY 13.874 -0.7% | |
| BLBD (Blue Bird Corp) | 23,422 | USD 1,120,743 1.7% | USD 47.85 1.7% | |
| CIE.MC (CIE Automotive SA) | 31,700 | EUR 1,105,786 -1.0% | EUR 34.8828 -1.0% | |
| 179.HK (JOHNSON ELECTRIC HOLDINGS LTD) | 299,000 | HKD 1,097,501 -3.2% | HKD 3.67057 -3.2% | |
| MELE.BR (Melexis NV) | 15,075 | EUR 1,076,340 -1.4% | EUR 71.399 -1.4% | |
| LCID (Lucid Group Inc) | 95,273 | USD 1,070,869 2.2% | USD 11.24 2.2% | |
| NFI.TO (NFI Group Inc) | 85,651 | CAD 973,342 1.3% | CAD 11.364 1.3% | |
| 7313.T (TS TECH Co., Ltd.) | 70,800 | JPY 846,720 -1.2% | JPY 11.9593 -1.2% | |
| 603799.SS (HUAYOU COBALT (华友钴业)) | 76,500 | CNY 828,448 -2.0% | CNY 10.8294 -2.0% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 72,304 | USD 812,697 -8.2% | USD 11.24 -8.2% | |
| OPM.PA (Opmobility) | 40,793 | EUR 782,399 -0.2% | EUR 19.1797 -0.2% | |
| 011210.KS (HYUNDAI WIA CORP) | 11,979 | KRW 692,065 7.8% | KRW 57.7732 7.8% | |
| ELG.DE (Elmos Semiconductor SE) | 5,304 | EUR 658,394 -1.1% | EUR 124.132 -1.1% | |
| 7296.T (F.C.C. Co., Ltd.) | 27,000 | JPY 647,181 0.3% | JPY 23.9697 0.3% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 35,400 | JPY 590,809 -2.5% | JPY 16.6895 -2.5% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,970 | KRW 513,295 -2.6% | KRW 42.8818 -2.6% | |
| 603893.SS (ROCKCHIP (瑞芯微)) | 18,100 | CNY 489,563 0.8% | CNY 27.0477 0.8% | |
| 002074.SZ (Gotion High-tech Co., Ltd.) | 82,700 | CNY 481,667 -1.0% | CNY 5.82427 -1.0% | |
| 002920.SZ (Huizhou Desay SV Automotive Co., Ltd.) | 24,900 | CNY 473,584 -3.4% | CNY 19.0194 -3.4% | |
| CPS (Cooper Stnd) | 12,841 | USD 442,501 0.6% | USD 34.46 0.6% | |
| 600741.SS (HASCO (华域汽车)) | 136,100 | CNY 397,998 -1.5% | CNY 2.92431 -1.5% | |
| 5851.T (Ryobi Limited) | 22,000 | JPY 387,926 -0.9% | JPY 17.633 -0.9% | |
| 603659.SS (PUTAILAI (璞泰来)) | 97,900 | CNY 384,150 -2.3% | CNY 3.9239 -2.3% | |
| 248070.KS (SOLUM LTD) | 29,240 | KRW 318,505 -1.9% | KRW 10.8928 -1.9% | |
| 600733.SS (BAIC BLUEPARK (北汽蓝谷)) | 255,600 | CNY 305,643 0.3% | CNY 1.19579 0.3% | |
| 002340.SZ (GEM Co., Ltd.) | 235,200 | CNY 295,733 -5.8% | CNY 1.25737 -5.8% | |
| 603160.SS (GOODIX (汇顶科技)) | 21,900 | CNY 254,789 0.1% | CNY 11.6342 0.1% | |
| 601799.SS (XINGYU CO.,LTD (星宇股份)) | 13,900 | CNY 251,949 -0.8% | CNY 18.1258 -0.8% | |
| 018880.KS (HANON SYSTEMS) | 129,660 | KRW 250,292 -3.6% | KRW 1.93037 -3.6% | |
| 688099.SS (Amlogic (Shanghai) Co.,Ltd.) | 18,127 | CNY 241,551 1.4% | CNY 13.3255 1.4% | |
| 5970.T (G-Tekt Corporation) | 18,100 | JPY 228,810 -1.8% | JPY 12.6414 -1.8% | |
| 710.HK (BOE VARITRONIX LTD) | 268,000 | HKD 185,392 -1.7% | HKD 0.691761 -1.7% | |
| MVIS (Microvision Inc) | 179,330 | USD 169,682 2.3% | USD 0.9462 2.3% | |
| CHPT (ChargePoint Holdings Inc) | 15,221 | USD 107,004 0.4% | USD 7.03002 0.4% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| 2308.TW (DELTA ELECTRONICS INC) | 1,174,000 | TWD 38,409,275 -1.8% | TWD 32.7166 -1.8% | |
| NVDA (NVIDIA Corporation) | 125,085 | USD 23,654,824 1.0% | USD 189.11 1.0% | |
| IFX.DE (Infineon Technologies AG) | 418,768 | EUR 20,625,877 0.7% | EUR 49.2537 0.7% | |
| QCOM (Qualcomm Incorporated) | 113,160 | USD 20,390,300 -1.2% | USD 180.19 -1.2% | |
| 6723.T (Renesas Electronics Corporation) | 1,321,000 | JPY 19,807,834 2.1% | JPY 14.9946 2.1% | |
| NXPI (NXP Semiconductors NV) | 82,330 | USD 19,704,862 -2.7% | USD 239.34 -2.7% | |
| 6902.T (DENSO Corporation) | 1,314,600 | JPY 18,054,880 -2.4% | JPY 13.7341 -2.4% | |
| VOW3.DE (Volkswagen AG) | 146,722 | EUR 17,528,392 -0.9% | EUR 119.467 -0.9% | |
| STMMI.MI (STMicroelectronics NV) | 485,135 | EUR 13,998,828 -1.3% | EUR 28.8555 -1.3% | |
| 012330.KS (HYUNDAI MOBIS LTD) | 47,223 | KRW 12,815,922 7.2% | KRW 271.392 7.2% | |
| RIVN (Rivian Automotive Inc) | 603,431 | USD 12,104,826 2.7% | USD 20.06 2.7% | |
| 1211.HK (BYD LTD H) | 962,000 | HKD 11,774,347 -3.9% | HKD 12.2394 -3.9% | |
| 9868.HK (XPENG CLASS A INC) | 1,142,500 | HKD 11,452,439 -2.2% | HKD 10.024 -2.2% | |
| 300750.SZ (Contemporary Amperex Technology Co., Limited) | 193,500 | CNY 10,272,800 -0.9% | CNY 53.0894 -0.9% | |
| 006400.KS (SAMSUNG SDI LTD) | 49,330 | KRW 9,226,458 -2.4% | KRW 187.035 -2.4% | |
| LSCC (Lattice Semiconductor Corporation) | 101,190 | USD 8,400,794 -2.8% | USD 83.02 -2.8% | |
| 2015.HK (LI AUTO CLASS A INC) | 958,300 | HKD 8,221,420 -1.7% | HKD 8.57917 -1.7% | |
| 009150.KS (SAMSUNG ELECTRO MECHANICS LTD) | 41,943 | KRW 7,757,824 -0.2% | KRW 184.961 -0.2% | |
| BWA (BorgWarner Inc) | 160,902 | USD 7,634,800 -0.9% | USD 47.45 -0.9% | |
| ALV (Autoliv Inc) | 56,826 | USD 7,003,805 -1.5% | USD 123.25 -1.5% | |
| SWKS (Skyworks Solutions Inc) | 109,940 | USD 6,576,611 -9.7% | USD 59.82 -9.7% | |
| CON.DE (Continental AG) | 79,550 | EUR 6,334,477 0.1% | EUR 79.6289 0.1% | |
| RNO.PA (Renault SA) | 152,398 | EUR 6,178,091 -0.9% | EUR 40.5392 -0.9% | |
| 9866.HK (NIO CLASS A INC) | 1,229,290 | HKD 5,933,077 -3.3% | HKD 4.82643 -3.3% | |
| PAH3.DE (Porsche Automobil Holding SE) | 112,134 | EUR 5,068,826 -0.9% | EUR 45.2033 -0.9% | |
| 2382.HK (SUNNY OPTICAL TECHNOLOGY LTD) | 516,800 | HKD 4,420,441 -0.7% | HKD 8.55348 -0.7% | |
| LEA (Lear Corporation) | 35,849 | USD 4,357,087 -1.5% | USD 121.54 -1.5% | |
| GNTX (Gentex Corporation) | 164,625 | USD 4,010,265 -0.5% | USD 24.36 -0.5% | |
| 9863.HK (ZHEJIANG LEAPMOTOR TECHNOLOGY LTD) | 485,800 | HKD 3,084,643 -2.1% | HKD 6.34962 -2.1% | |
| ALGM (Allegro Microsystems Inc) | 92,052 | USD 2,820,473 -2.8% | USD 30.64 -2.8% | |
| 2018.HK (AAC TECHNOLOGIES HOLDINGS INC) | 540,000 | HKD 2,746,362 -0.8% | HKD 5.08586 -0.8% | |
| VOW.DE (Volkswagen AG) | 20,105 | EUR 2,430,080 -0.9% | EUR 120.869 -0.9% | |
| FR.PA (Valeo SE) | 160,792 | EUR 2,263,012 -0.1% | EUR 14.0742 -0.1% | |
| FRVIA.PA (Forvia SE) | 124,932 | EUR 2,029,946 0.5% | EUR 16.2484 0.5% | |
| VC (Visteon Corp) | 19,897 | USD 2,016,760 -2.2% | USD 101.36 -2.2% | |
| 6770.T (Alps Alpine Co., Ltd.) | 125,200 | JPY 1,576,486 -1.8% | JPY 12.5917 -1.8% | |
| VSH (Vishay Intertechnology Inc) | 91,206 | USD 1,477,537 -2.2% | USD 16.2 -2.2% | |
| 601127.SS (SERES (赛力斯)) | 71,000 | CNY 1,303,997 2.3% | CNY 18.3662 2.3% | |
| ADNT (Adient PLC) | 60,915 | USD 1,178,705 -1.0% | USD 19.35 -1.0% | |
| DWL.L (Dowlais Group Plc) | 999,944 | GBP 1,177,368 1.7% | GBP 1.17743 1.7% | |
| 002594.SZ (BYD Company Limited) | 83,400 | CNY 1,164,764 -2.5% | CNY 13.966 -2.5% | |
| 179.HK (JOHNSON ELECTRIC HOLDINGS LTD) | 299,000 | HKD 1,133,591 -3.3% | HKD 3.79127 -3.3% | |
| CIE.MC (CIE Automotive SA) | 31,700 | EUR 1,117,230 -0.1% | EUR 35.2438 -0.1% | |
| BLBD (Blue Bird Corp) | 23,422 | USD 1,102,239 -0.7% | USD 47.06 -0.7% | |
| MELE.BR (Melexis NV) | 15,075 | EUR 1,091,678 -0.1% | EUR 72.4165 -0.1% | |
| LCID (Lucid Group Inc) | 95,273 | USD 1,048,003 -5.2% | USD 11 -5.2% | |
| NFI.TO (NFI Group Inc) | 85,651 | CAD 960,531 -2.2% | CAD 11.2145 -2.2% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 72,304 | USD 885,001 0.5% | USD 12.24 0.5% | |
| 7313.T (TS TECH Co., Ltd.) | 70,800 | JPY 857,381 1.6% | JPY 12.1099 1.6% | |
| 603799.SS (HUAYOU COBALT (华友钴业)) | 76,500 | CNY 844,977 4.9% | CNY 11.0455 4.9% | |
| OPM.PA (Opmobility) | 40,793 | EUR 783,941 -0.1% | EUR 19.2175 -0.1% | |
| ELG.DE (Elmos Semiconductor SE) | 5,304 | EUR 665,892 0.5% | EUR 125.545 0.5% | |
| 7296.T (F.C.C. Co., Ltd.) | 27,000 | JPY 645,319 0.7% | JPY 23.9007 0.7% | |
| 011210.KS (HYUNDAI WIA CORP) | 11,979 | KRW 641,917 3.7% | KRW 53.5869 3.7% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 35,400 | JPY 605,702 2.1% | JPY 17.1102 2.1% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,970 | KRW 527,218 -2.7% | KRW 44.0449 -2.7% | |
| 002920.SZ (Huizhou Desay SV Automotive Co., Ltd.) | 24,900 | CNY 490,168 0.0% | CNY 19.6855 0.0% | |
| 002074.SZ (Gotion High-tech Co., Ltd.) | 82,700 | CNY 486,728 0.4% | CNY 5.88547 0.4% | |
| 603893.SS (ROCKCHIP (瑞芯微)) | 18,100 | CNY 485,782 -0.3% | CNY 26.8388 -0.3% | |
| CPS (Cooper Stnd) | 12,841 | USD 440,061 -2.9% | USD 34.27 -2.9% | |
| 600741.SS (HASCO (华域汽车)) | 136,100 | CNY 403,914 -0.2% | CNY 2.96777 -0.2% | |
| 603659.SS (PUTAILAI (璞泰来)) | 97,900 | CNY 393,371 0.6% | CNY 4.01809 0.6% | |
| 5851.T (Ryobi Limited) | 22,000 | JPY 391,448 1.0% | JPY 17.7931 1.0% | |
| 248070.KS (SOLUM LTD) | 29,240 | KRW 324,698 0.2% | KRW 11.1046 0.2% | |
| 002340.SZ (GEM Co., Ltd.) | 235,200 | CNY 314,008 7.9% | CNY 1.33507 7.9% | |
| 600733.SS (BAIC BLUEPARK (北汽蓝谷)) | 255,600 | CNY 304,669 0.4% | CNY 1.19198 0.4% | |
| 018880.KS (HANON SYSTEMS) | 129,660 | KRW 259,544 -2.9% | KRW 2.00173 -2.9% | |
| 603160.SS (GOODIX (汇顶科技)) | 21,900 | CNY 254,462 -0.7% | CNY 11.6193 -0.7% | |
| 601799.SS (XINGYU CO.,LTD (星宇股份)) | 13,900 | CNY 253,917 -0.2% | CNY 18.2674 -0.2% | |
| 688099.SS (Amlogic (Shanghai) Co.,Ltd.) | 18,127 | CNY 238,195 -1.6% | CNY 13.1403 -1.6% | |
| 5970.T (G-Tekt Corporation) | 18,100 | JPY 233,109 -0.1% | JPY 12.879 -0.1% | |
| 710.HK (BOE VARITRONIX LTD) | 268,000 | HKD 188,618 -0.4% | HKD 0.703799 -0.4% | |
| MVIS (Microvision Inc) | 179,330 | USD 165,809 0.4% | USD 0.924603 0.4% | |
| CHPT (ChargePoint Holdings Inc) | 15,221 | USD 106,547 -2.6% | USD 7 -2.6% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| 2308.TW (DELTA ELECTRONICS INC) | 1,174,000 | TWD 39,094,859 3.8% | TWD 33.3006 3.8% | |
| NVDA (NVIDIA Corporation) | 125,085 | USD 23,420,915 -0.5% | USD 187.24 -0.5% | |
| QCOM (Qualcomm Incorporated) | 113,160 | USD 20,646,042 3.5% | USD 182.45 3.5% | |
| IFX.DE (Infineon Technologies AG) | 418,768 | EUR 20,485,511 4.7% | EUR 48.9185 4.7% | |
| NXPI (NXP Semiconductors NV) | 82,330 | USD 20,249,064 9.9% | USD 245.95 9.9% | |
| 6723.T (Renesas Electronics Corporation) | 1,321,000 | JPY 19,403,519 3.4% | JPY 14.6885 3.4% | |
| 6902.T (DENSO Corporation) | 1,314,600 | JPY 18,499,352 1.1% | JPY 14.0722 1.1% | |
| VOW3.DE (Volkswagen AG) | 146,722 | EUR 17,692,584 -0.3% | EUR 120.586 -0.3% | |
| STMMI.MI (STMicroelectronics NV) | 485,135 | EUR 14,188,184 5.3% | EUR 29.2458 5.3% | |
| 1211.HK (BYD LTD H) | 962,000 | HKD 12,254,698 3.5% | HKD 12.7388 3.5% | |
| 012330.KS (HYUNDAI MOBIS LTD) | 47,223 | KRW 11,957,258 -1.7% | KRW 253.208 -1.7% | |
| RIVN (Rivian Automotive Inc) | 603,431 | USD 11,785,007 -0.3% | USD 19.53 -0.3% | |
| 9868.HK (XPENG CLASS A INC) | 1,142,500 | HKD 11,707,792 4.1% | HKD 10.2475 4.1% | |
| 300750.SZ (Contemporary Amperex Technology Co., Limited) | 193,500 | CNY 10,366,215 -0.8% | CNY 53.5722 -0.8% | |
| 006400.KS (SAMSUNG SDI LTD) | 49,330 | KRW 9,453,395 0.6% | KRW 191.636 0.6% | |
| LSCC (Lattice Semiconductor Corporation) | 101,190 | USD 8,645,674 6.0% | USD 85.44 6.0% | |
| 2015.HK (LI AUTO CLASS A INC) | 958,300 | HKD 8,361,936 2.4% | HKD 8.7258 2.4% | |
| 009150.KS (SAMSUNG ELECTRO MECHANICS LTD) | 41,943 | KRW 7,776,626 -0.8% | KRW 185.409 -0.8% | |
| BWA (BorgWarner Inc) | 160,902 | USD 7,705,597 0.7% | USD 47.89 0.7% | |
| SWKS (Skyworks Solutions Inc) | 109,940 | USD 7,285,724 1.7% | USD 66.27 1.7% | |
| ALV (Autoliv Inc) | 56,826 | USD 7,112,910 1.5% | USD 125.17 1.5% | |
| CON.DE (Continental AG) | 79,550 | EUR 6,330,556 0.4% | EUR 79.5796 0.4% | |
| RNO.PA (Renault SA) | 152,398 | EUR 6,235,000 -1.8% | EUR 40.9126 -1.8% | |
| 9866.HK (NIO CLASS A INC) | 1,229,290 | HKD 6,137,570 0.0% | HKD 4.99278 0.0% | |
| PAH3.DE (Porsche Automobil Holding SE) | 112,134 | EUR 5,112,302 -1.1% | EUR 45.591 -1.1% | |
| 2382.HK (SUNNY OPTICAL TECHNOLOGY LTD) | 516,800 | HKD 4,453,084 -1.0% | HKD 8.61665 -1.0% | |
| LEA (Lear Corporation) | 35,849 | USD 4,424,484 2.1% | USD 123.42 2.1% | |
| GNTX (Gentex Corporation) | 164,625 | USD 4,030,020 0.7% | USD 24.48 0.7% | |
| 9863.HK (ZHEJIANG LEAPMOTOR TECHNOLOGY LTD) | 485,800 | HKD 3,150,393 5.4% | HKD 6.48496 5.4% | |
| ALGM (Allegro Microsystems Inc) | 92,052 | USD 2,902,400 10.8% | USD 31.53 10.8% | |
| 2018.HK (AAC TECHNOLOGIES HOLDINGS INC) | 540,000 | HKD 2,769,604 -1.2% | HKD 5.1289 -1.2% | |
| VOW.DE (Volkswagen AG) | 20,105 | EUR 2,452,594 -0.1% | EUR 121.989 -0.1% | |
| FR.PA (Valeo SE) | 160,792 | EUR 2,266,151 1.9% | EUR 14.0937 1.9% | |
| VC (Visteon Corp) | 19,897 | USD 2,061,727 4.7% | USD 103.62 4.7% | |
| FRVIA.PA (Forvia SE) | 124,932 | EUR 2,020,846 0.2% | EUR 16.1756 0.2% | |
| 6770.T (Alps Alpine Co., Ltd.) | 125,200 | JPY 1,605,528 0.6% | JPY 12.8237 0.6% | |
| VSH (Vishay Intertechnology Inc) | 91,206 | USD 1,510,371 7.4% | USD 16.56 7.4% | |
| 601127.SS (SERES (赛力斯)) | 71,000 | CNY 1,274,553 3.5% | CNY 17.9515 3.5% | |
| 002594.SZ (BYD Company Limited) | 83,400 | CNY 1,194,543 2.1% | CNY 14.3231 2.1% | |
| ADNT (Adient PLC) | 60,915 | USD 1,190,279 0.6% | USD 19.54 0.6% | |
| 179.HK (JOHNSON ELECTRIC HOLDINGS LTD) | 299,000 | HKD 1,172,617 3.8% | HKD 3.9218 3.8% | |
| DWL.L (Dowlais Group Plc) | 999,944 | GBP 1,158,118 1.0% | GBP 1.15818 1.0% | |
| CIE.MC (CIE Automotive SA) | 31,700 | EUR 1,117,851 0.8% | EUR 35.2634 0.8% | |
| BLBD (Blue Bird Corp) | 23,422 | USD 1,109,969 -0.8% | USD 47.39 -0.8% | |
| LCID (Lucid Group Inc) | 95,273 | USD 1,105,167 -0.8% | USD 11.6 -0.8% | |
| MELE.BR (Melexis NV) | 15,075 | EUR 1,093,167 2.3% | EUR 72.5152 2.3% | |
| NFI.TO (NFI Group Inc) | 85,651 | CAD 982,330 -0.5% | CAD 11.469 -0.5% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 72,304 | USD 880,663 5.8% | USD 12.18 5.8% | |
| 7313.T (TS TECH Co., Ltd.) | 70,800 | JPY 844,165 0.7% | JPY 11.9232 0.7% | |
| 603799.SS (HUAYOU COBALT (华友钴业)) | 76,500 | CNY 805,321 8.2% | CNY 10.5271 8.2% | |
| OPM.PA (Opmobility) | 40,793 | EUR 784,854 1.4% | EUR 19.2399 1.4% | |
| ELG.DE (Elmos Semiconductor SE) | 5,304 | EUR 662,540 2.8% | EUR 124.913 2.8% | |
| 7296.T (F.C.C. Co., Ltd.) | 27,000 | JPY 640,579 | JPY 23.7251 | |
| 011210.KS (HYUNDAI WIA CORP) | 11,979 | KRW 619,068 -0.2% | KRW 51.6794 -0.2% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 35,400 | JPY 592,996 1.2% | JPY 16.7513 1.2% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,970 | KRW 541,588 2.6% | KRW 45.2454 2.6% | |
| 002920.SZ (Huizhou Desay SV Automotive Co., Ltd.) | 24,900 | CNY 490,042 10.2% | CNY 19.6804 10.2% | |
| 603893.SS (ROCKCHIP (瑞芯微)) | 18,100 | CNY 487,434 1.2% | CNY 26.9301 1.2% | |
| 002074.SZ (Gotion High-tech Co., Ltd.) | 82,700 | CNY 484,634 1.7% | CNY 5.86015 1.7% | |
| CPS (Cooper Stnd) | 12,841 | USD 453,030 5.8% | USD 35.28 5.8% | |
| 600741.SS (HASCO (华域汽车)) | 136,100 | CNY 404,534 3.1% | CNY 2.97233 3.1% | |
| 603659.SS (PUTAILAI (璞泰来)) | 97,900 | CNY 390,980 0.7% | CNY 3.99367 0.7% | |
| 5851.T (Ryobi Limited) | 22,000 | JPY 387,496 0.1% | JPY 17.6135 0.1% | |
| 248070.KS (SOLUM LTD) | 29,240 | KRW 324,068 -2.1% | KRW 11.083 -2.1% | |
| 600733.SS (BAIC BLUEPARK (北汽蓝谷)) | 255,600 | CNY 303,525 3.1% | CNY 1.1875 3.1% | |
| 002340.SZ (GEM Co., Ltd.) | 235,200 | CNY 291,092 2.6% | CNY 1.23764 2.6% | |
| 018880.KS (HANON SYSTEMS) | 129,660 | KRW 267,312 -0.6% | KRW 2.06164 -0.6% | |
| 603160.SS (GOODIX (汇顶科技)) | 21,900 | CNY 256,141 2.3% | CNY 11.6959 2.3% | |
| 601799.SS (XINGYU CO.,LTD (星宇股份)) | 13,900 | CNY 254,503 1.1% | CNY 18.3096 1.1% | |
| 688099.SS (Amlogic (Shanghai) Co.,Ltd.) | 18,127 | CNY 241,951 2.0% | CNY 13.3475 2.0% | |
| 5970.T (G-Tekt Corporation) | 18,100 | JPY 233,381 0.7% | JPY 12.894 0.7% | |
| 710.HK (BOE VARITRONIX LTD) | 268,000 | HKD 189,284 -1.8% | HKD 0.706284 -1.8% | |
| MVIS (Microvision Inc) | 179,330 | USD 165,109 -1.8% | USD 0.920699 -1.8% | |
| CHPT (ChargePoint Holdings Inc) | 15,221 | USD 109,439 1.3% | USD 7.19 1.3% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| 2308.TW (DELTA ELECTRONICS INC) | 1,174,000 | TWD 37,647,320 1.1% | TWD 32.0676 1.1% | |
| NVDA (NVIDIA Corporation) | 125,085 | USD 23,530,990 -0.4% | USD 188.12 -0.4% | |
| QCOM (Qualcomm Incorporated) | 113,160 | USD 19,951,240 1.9% | USD 176.31 1.9% | |
| IFX.DE (Infineon Technologies AG) | 418,768 | EUR 19,561,767 3.9% | EUR 46.7127 3.9% | |
| 6723.T (Renesas Electronics Corporation) | 1,321,000 | JPY 18,770,795 4.0% | JPY 14.2095 4.0% | |
| NXPI (NXP Semiconductors NV) | 82,330 | USD 18,432,040 1.2% | USD 223.88 1.2% | |
| 6902.T (DENSO Corporation) | 1,314,600 | JPY 18,306,257 1.0% | JPY 13.9253 1.0% | |
| VOW3.DE (Volkswagen AG) | 146,722 | EUR 17,748,375 -3.3% | EUR 120.966 -3.3% | |
| STMMI.MI (STMicroelectronics NV) | 485,135 | EUR 13,480,195 0.9% | EUR 27.7865 0.9% | |
| 012330.KS (HYUNDAI MOBIS LTD) | 47,223 | KRW 12,165,061 0.7% | KRW 257.609 0.7% | |
| 1211.HK (BYD LTD H) | 962,000 | HKD 11,838,251 -2.9% | HKD 12.3059 -2.9% | |
| RIVN (Rivian Automotive Inc) | 603,431 | USD 11,821,213 0.9% | USD 19.59 0.9% | |
| 9868.HK (XPENG CLASS A INC) | 1,142,500 | HKD 11,249,037 -4.5% | HKD 9.84598 -4.5% | |
| 300750.SZ (Contemporary Amperex Technology Co., Limited) | 193,500 | CNY 10,448,762 2.4% | CNY 53.9988 2.4% | |
| 006400.KS (SAMSUNG SDI LTD) | 49,330 | KRW 9,394,238 4.6% | KRW 190.437 4.6% | |
| 2015.HK (LI AUTO CLASS A INC) | 958,300 | HKD 8,167,504 -2.4% | HKD 8.52291 -2.4% | |
| LSCC (Lattice Semiconductor Corporation) | 101,190 | USD 8,154,902 2.5% | USD 80.59 2.5% | |
| 009150.KS (SAMSUNG ELECTRO MECHANICS LTD) | 41,943 | KRW 7,842,256 -0.1% | KRW 186.974 -0.1% | |
| BWA (BorgWarner Inc) | 160,902 | USD 7,655,717 2.0% | USD 47.58 2.0% | |
| SWKS (Skyworks Solutions Inc) | 109,940 | USD 7,163,690 1.2% | USD 65.16 1.2% | |
| ALV (Autoliv Inc) | 56,826 | USD 7,010,624 1.1% | USD 123.37 1.1% | |
| RNO.PA (Renault SA) | 152,398 | EUR 6,350,123 -2.5% | EUR 41.668 -2.5% | |
| CON.DE (Continental AG) | 79,550 | EUR 6,305,362 -1.7% | EUR 79.2629 -1.7% | |
| 9866.HK (NIO CLASS A INC) | 1,229,290 | HKD 6,136,265 -5.9% | HKD 4.99171 -5.9% | |
| PAH3.DE (Porsche Automobil Holding SE) | 112,134 | EUR 5,168,516 -3.1% | EUR 46.0923 -3.1% | |
| 2382.HK (SUNNY OPTICAL TECHNOLOGY LTD) | 516,800 | HKD 4,497,579 -0.2% | HKD 8.70275 -0.2% | |
| LEA (Lear Corporation) | 35,849 | USD 4,334,503 1.9% | USD 120.91 1.9% | |
| GNTX (Gentex Corporation) | 164,625 | USD 4,002,034 2.6% | USD 24.31 2.6% | |
| 9863.HK (ZHEJIANG LEAPMOTOR TECHNOLOGY LTD) | 485,800 | HKD 2,987,849 -3.3% | HKD 6.15037 -3.3% | |
| 2018.HK (AAC TECHNOLOGIES HOLDINGS INC) | 540,000 | HKD 2,802,348 0.2% | HKD 5.18953 0.2% | |
| ALGM (Allegro Microsystems Inc) | 92,052 | USD 2,618,879 5.7% | USD 28.45 5.7% | |
| VOW.DE (Volkswagen AG) | 20,105 | EUR 2,454,377 -3.4% | EUR 122.078 -3.4% | |
| FR.PA (Valeo SE) | 160,792 | EUR 2,224,512 -3.3% | EUR 13.8347 -3.3% | |
| FRVIA.PA (Forvia SE) | 124,932 | EUR 2,016,466 -2.1% | EUR 16.1405 -2.1% | |
| VC (Visteon Corp) | 19,897 | USD 1,969,604 2.2% | USD 98.99 2.2% | |
| 6770.T (Alps Alpine Co., Ltd.) | 125,200 | JPY 1,596,733 0.2% | JPY 12.7535 0.2% | |
| VSH (Vishay Intertechnology Inc) | 91,206 | USD 1,406,397 0.9% | USD 15.42 0.9% | |
| 601127.SS (SERES (赛力斯)) | 71,000 | CNY 1,232,032 0.0% | CNY 17.3526 0.0% | |
| ADNT (Adient PLC) | 60,915 | USD 1,182,969 2.0% | USD 19.42 2.0% | |
| 002594.SZ (BYD Company Limited) | 83,400 | CNY 1,170,432 0.1% | CNY 14.034 0.1% | |
| DWL.L (Dowlais Group Plc) | 999,944 | GBP 1,147,058 0.1% | GBP 1.14712 0.1% | |
| 179.HK (JOHNSON ELECTRIC HOLDINGS LTD) | 299,000 | HKD 1,129,186 -5.1% | HKD 3.77654 -5.1% | |
| BLBD (Blue Bird Corp) | 23,422 | USD 1,119,337 2.2% | USD 47.79 2.2% | |
| LCID (Lucid Group Inc) | 95,273 | USD 1,113,741 4.8% | USD 11.69 4.8% | |
| CIE.MC (CIE Automotive SA) | 31,700 | EUR 1,109,388 -1.9% | EUR 34.9965 -1.9% | |
| MELE.BR (Melexis NV) | 15,075 | EUR 1,068,377 2.7% | EUR 70.8708 2.7% | |
| NFI.TO (NFI Group Inc) | 85,651 | CAD 986,807 -1.8% | CAD 11.5213 -1.8% | |
| 7313.T (TS TECH Co., Ltd.) | 70,800 | JPY 838,287 0.7% | JPY 11.8402 0.7% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 72,304 | USD 832,219 2.5% | USD 11.51 2.5% | |
| OPM.PA (Opmobility) | 40,793 | EUR 773,965 -1.4% | EUR 18.973 -1.4% | |
| 603799.SS (HUAYOU COBALT (华友钴业)) | 76,500 | CNY 744,110 -0.7% | CNY 9.72693 -0.7% | |
| ELG.DE (Elmos Semiconductor SE) | 5,304 | EUR 644,397 4.0% | EUR 121.493 4.0% | |
| 7296.T (F.C.C. Co., Ltd.) | 27,000 | JPY 640,579 0.1% | JPY 23.7251 0.1% | |
| 011210.KS (HYUNDAI WIA CORP) | 11,979 | KRW 620,497 -5.8% | KRW 51.7987 -5.8% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 35,400 | JPY 585,987 1.5% | JPY 16.5533 1.5% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,970 | KRW 528,021 -1.0% | KRW 44.112 -1.0% | |
| 603893.SS (ROCKCHIP (瑞芯微)) | 18,100 | CNY 481,880 4.0% | CNY 26.6232 4.0% | |
| 002074.SZ (Gotion High-tech Co., Ltd.) | 82,700 | CNY 476,617 2.7% | CNY 5.7632 2.7% | |
| 002920.SZ (Huizhou Desay SV Automotive Co., Ltd.) | 24,900 | CNY 444,865 3.5% | CNY 17.8661 3.5% | |
| CPS (Cooper Stnd) | 12,841 | USD 428,119 2.3% | USD 33.34 2.3% | |
| 600741.SS (HASCO (华域汽车)) | 136,100 | CNY 392,478 0.5% | CNY 2.88375 0.5% | |
| 603659.SS (PUTAILAI (璞泰来)) | 97,900 | CNY 388,189 1.1% | CNY 3.96516 1.1% | |
| 5851.T (Ryobi Limited) | 22,000 | JPY 387,215 0.6% | JPY 17.6007 0.6% | |
| 248070.KS (SOLUM LTD) | 29,240 | KRW 330,862 0.4% | KRW 11.3154 0.4% | |
| 600733.SS (BAIC BLUEPARK (北汽蓝谷)) | 255,600 | CNY 294,323 -0.1% | CNY 1.1515 -0.1% | |
| 002340.SZ (GEM Co., Ltd.) | 235,200 | CNY 283,617 0.5% | CNY 1.20585 0.5% | |
| 018880.KS (HANON SYSTEMS) | 129,660 | KRW 268,918 1.9% | KRW 2.07402 1.9% | |
| 601799.SS (XINGYU CO.,LTD (星宇股份)) | 13,900 | CNY 251,818 2.3% | CNY 18.1164 2.3% | |
| 603160.SS (GOODIX (汇顶科技)) | 21,900 | CNY 250,424 0.9% | CNY 11.4349 0.9% | |
| 688099.SS (Amlogic (Shanghai) Co.,Ltd.) | 18,127 | CNY 237,099 4.5% | CNY 13.0799 4.5% | |
| 5970.T (G-Tekt Corporation) | 18,100 | JPY 231,762 2.1% | JPY 12.8045 2.1% | |
| 710.HK (BOE VARITRONIX LTD) | 268,000 | HKD 192,783 3.8% | HKD 0.71934 3.8% | |
| MVIS (Microvision Inc) | 179,330 | USD 168,176 5.4% | USD 0.937802 5.4% | |
| CHPT (ChargePoint Holdings Inc) | 15,221 | USD 108,069 0.9% | USD 7.09999 0.9% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| 2308.TW (DELTA ELECTRONICS INC) | 1,174,000 | TWD 37,236,576 3.5% | TWD 31.7177 3.5% | |
| NVDA (NVIDIA Corporation) | 125,085 | USD 23,622,302 1.3% | USD 188.85 1.3% | |
| QCOM (Qualcomm Incorporated) | 113,160 | USD 19,574,417 1.1% | USD 172.98 1.1% | |
| IFX.DE (Infineon Technologies AG) | 418,768 | EUR 18,830,789 1.5% | EUR 44.9671 1.5% | |
| VOW3.DE (Volkswagen AG) | 146,722 | EUR 18,354,147 2.9% | EUR 125.095 2.9% | |
| NXPI (NXP Semiconductors NV) | 82,330 | USD 18,217,982 1.9% | USD 221.28 1.9% | |
| 6902.T (DENSO Corporation) | 1,314,600 | JPY 18,117,360 0.1% | JPY 13.7817 0.1% | |
| 6723.T (Renesas Electronics Corporation) | 1,321,000 | JPY 18,053,709 0.1% | JPY 13.6667 0.1% | |
| STMMI.MI (STMicroelectronics NV) | 485,135 | EUR 13,357,593 4.3% | EUR 27.5338 4.3% | |
| 1211.HK (BYD LTD H) | 962,000 | HKD 12,191,123 3.4% | HKD 12.6727 3.4% | |
| 012330.KS (HYUNDAI MOBIS LTD) | 47,223 | KRW 12,080,759 -1.2% | KRW 255.824 -1.2% | |
| 9868.HK (XPENG CLASS A INC) | 1,142,500 | HKD 11,780,769 1.1% | HKD 10.3114 1.1% | |
| RIVN (Rivian Automotive Inc) | 603,431 | USD 11,712,596 -1.5% | USD 19.41 -1.5% | |
| 300750.SZ (Contemporary Amperex Technology Co., Limited) | 193,500 | CNY 10,199,397 0.2% | CNY 52.7101 0.2% | |
| 006400.KS (SAMSUNG SDI LTD) | 49,330 | KRW 8,977,485 -2.7% | KRW 181.988 -2.7% | |
| 2015.HK (LI AUTO CLASS A INC) | 958,300 | HKD 8,368,761 4.8% | HKD 8.73292 4.8% | |
| LSCC (Lattice Semiconductor Corporation) | 101,190 | USD 7,958,594 6.9% | USD 78.65 6.9% | |
| 009150.KS (SAMSUNG ELECTRO MECHANICS LTD) | 41,943 | KRW 7,851,227 5.7% | KRW 187.188 5.7% | |
| BWA (BorgWarner Inc) | 160,902 | USD 7,504,469 3.5% | USD 46.64 3.5% | |
| SWKS (Skyworks Solutions Inc) | 109,940 | USD 7,079,586 1.6% | USD 64.395 1.6% | |
| ALV (Autoliv Inc) | 56,826 | USD 6,937,318 2.8% | USD 122.08 2.8% | |
| 9866.HK (NIO CLASS A INC) | 1,229,290 | HKD 6,518,478 0.8% | HKD 5.30264 0.8% | |
| RNO.PA (Renault SA) | 152,398 | EUR 6,511,731 2.7% | EUR 42.7285 2.7% | |
| CON.DE (Continental AG) | 79,550 | EUR 6,412,946 1.0% | EUR 80.6153 1.0% | |
| PAH3.DE (Porsche Automobil Holding SE) | 112,134 | EUR 5,334,222 1.5% | EUR 47.5701 1.5% | |
| 2382.HK (SUNNY OPTICAL TECHNOLOGY LTD) | 516,800 | HKD 4,506,543 3.5% | HKD 8.72009 3.5% | |
| LEA (Lear Corporation) | 35,849 | USD 4,252,050 3.5% | USD 118.61 3.5% | |
| GNTX (Gentex Corporation) | 164,625 | USD 3,899,966 1.8% | USD 23.69 1.8% | |
| 9863.HK (ZHEJIANG LEAPMOTOR TECHNOLOGY LTD) | 485,800 | HKD 3,089,729 1.8% | HKD 6.36008 1.8% | |
| 2018.HK (AAC TECHNOLOGIES HOLDINGS INC) | 540,000 | HKD 2,796,897 3.4% | HKD 5.17944 3.4% | |
| VOW.DE (Volkswagen AG) | 20,105 | EUR 2,539,837 2.3% | EUR 126.329 2.3% | |
| ALGM (Allegro Microsystems Inc) | 92,052 | USD 2,477,119 2.0% | USD 26.91 2.0% | |
| FR.PA (Valeo SE) | 160,792 | EUR 2,301,468 4.7% | EUR 14.3133 4.7% | |
| FRVIA.PA (Forvia SE) | 124,932 | EUR 2,059,064 3.0% | EUR 16.4815 3.0% | |
| VC (Visteon Corp) | 19,897 | USD 1,927,621 1.9% | USD 96.88 1.9% | |
| 6770.T (Alps Alpine Co., Ltd.) | 125,200 | JPY 1,593,934 0.1% | JPY 12.7311 0.1% | |
| VSH (Vishay Intertechnology Inc) | 91,206 | USD 1,394,540 5.5% | USD 15.29 5.5% | |
| 601127.SS (SERES (赛力斯)) | 71,000 | CNY 1,232,594 0.2% | CNY 17.3605 0.2% | |
| 179.HK (JOHNSON ELECTRIC HOLDINGS LTD) | 299,000 | HKD 1,189,500 4.2% | HKD 3.97826 4.2% | |
| 002594.SZ (BYD Company Limited) | 83,400 | CNY 1,169,686 0.2% | CNY 14.025 0.2% | |
| ADNT (Adient PLC) | 60,915 | USD 1,159,822 -0.7% | USD 19.04 -0.7% | |
| DWL.L (Dowlais Group Plc) | 999,944 | GBP 1,145,411 1.4% | GBP 1.14548 1.4% | |
| CIE.MC (CIE Automotive SA) | 31,700 | EUR 1,130,606 2.1% | EUR 35.6658 2.1% | |
| BLBD (Blue Bird Corp) | 23,422 | USD 1,095,213 -0.5% | USD 46.76 -0.5% | |
| LCID (Lucid Group Inc) | 95,273 | USD 1,062,294 5.5% | USD 11.15 5.5% | |
| MELE.BR (Melexis NV) | 15,075 | EUR 1,040,779 2.2% | EUR 69.0401 2.2% | |
| NFI.TO (NFI Group Inc) | 85,651 | CAD 1,004,832 3.6% | CAD 11.7317 3.6% | |
| 7313.T (TS TECH Co., Ltd.) | 70,800 | JPY 832,409 0.1% | JPY 11.7572 0.1% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 72,304 | USD 811,974 7.6% | USD 11.23 7.6% | |
| OPM.PA (Opmobility) | 40,793 | EUR 785,223 2.6% | EUR 19.249 2.6% | |
| 603799.SS (HUAYOU COBALT (华友钴业)) | 76,500 | CNY 749,459 0.2% | CNY 9.79685 0.2% | |
| 011210.KS (HYUNDAI WIA CORP) | 11,979 | KRW 658,579 4.6% | KRW 54.9778 4.6% | |
| 7296.T (F.C.C. Co., Ltd.) | 27,000 | JPY 639,716 0.1% | JPY 23.6932 0.1% | |
| ELG.DE (Elmos Semiconductor SE) | 5,304 | EUR 619,560 2.5% | EUR 116.81 2.5% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 35,400 | JPY 577,396 0.1% | JPY 16.3106 0.1% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,970 | KRW 533,604 2.1% | KRW 44.5784 2.1% | |
| 002074.SZ (Gotion High-tech Co., Ltd.) | 82,700 | CNY 464,209 0.2% | CNY 5.61317 0.2% | |
| 603893.SS (ROCKCHIP (瑞芯微)) | 18,100 | CNY 463,128 0.2% | CNY 25.5872 0.2% | |
| 002920.SZ (Huizhou Desay SV Automotive Co., Ltd.) | 24,900 | CNY 429,917 0.2% | CNY 17.2657 0.2% | |
| CPS (Cooper Stnd) | 12,841 | USD 418,488 -0.7% | USD 32.59 -0.7% | |
| 600741.SS (HASCO (华域汽车)) | 136,100 | CNY 390,668 0.2% | CNY 2.87045 0.2% | |
| 5851.T (Ryobi Limited) | 22,000 | JPY 384,967 0.1% | JPY 17.4985 0.1% | |
| 603659.SS (PUTAILAI (璞泰来)) | 97,900 | CNY 384,150 0.2% | CNY 3.9239 0.2% | |
| 248070.KS (SOLUM LTD) | 29,240 | KRW 329,416 -2.2% | KRW 11.2659 -2.2% | |
| 600733.SS (BAIC BLUEPARK (北汽蓝谷)) | 255,600 | CNY 294,575 0.2% | CNY 1.15248 0.2% | |
| 002340.SZ (GEM Co., Ltd.) | 235,200 | CNY 282,204 0.2% | CNY 1.19985 0.2% | |
| 018880.KS (HANON SYSTEMS) | 129,660 | KRW 263,833 -1.1% | KRW 2.03481 -1.1% | |
| 603160.SS (GOODIX (汇顶科技)) | 21,900 | CNY 248,308 0.2% | CNY 11.3383 0.2% | |
| 601799.SS (XINGYU CO.,LTD (星宇股份)) | 13,900 | CNY 246,119 0.2% | CNY 17.7064 0.2% | |
| 5970.T (G-Tekt Corporation) | 18,100 | JPY 227,023 0.1% | JPY 12.5427 0.1% | |
| 688099.SS (Amlogic (Shanghai) Co.,Ltd.) | 18,127 | CNY 226,940 0.2% | CNY 12.5194 0.2% | |
| 710.HK (BOE VARITRONIX LTD) | 268,000 | HKD 185,721 5.1% | HKD 0.692989 5.1% | |
| MVIS (Microvision Inc) | 179,330 | USD 159,550 7.4% | USD 0.889701 7.4% | |
| CHPT (ChargePoint Holdings Inc) | 15,221 | USD 107,156 6.0% | USD 7.04001 6.0% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| 2308.TW (DELTA ELECTRONICS INC) | 1,174,000 | TWD 35,981,668 0.0% | TWD 30.6488 0.0% | |
| NVDA (NVIDIA Corporation) | 125,085 | USD 23,328,353 -0.6% | USD 186.5 -0.6% | |
| QCOM (Qualcomm Incorporated) | 113,160 | USD 19,356,018 -1.5% | USD 171.05 -1.5% | |
| IFX.DE (Infineon Technologies AG) | 418,768 | EUR 18,556,447 -0.1% | EUR 44.312 -0.1% | |
| 6902.T (DENSO Corporation) | 1,314,600 | JPY 18,098,866 -0.3% | JPY 13.7676 -0.3% | |
| 6723.T (Renesas Electronics Corporation) | 1,321,000 | JPY 18,035,280 -0.3% | JPY 13.6527 -0.3% | |
| NXPI (NXP Semiconductors NV) | 82,330 | USD 17,870,550 -1.3% | USD 217.06 -1.3% | |
| VOW3.DE (Volkswagen AG) | 146,722 | EUR 17,843,493 -0.1% | EUR 121.614 -0.1% | |
| STMMI.MI (STMicroelectronics NV) | 485,135 | EUR 12,805,509 -0.1% | EUR 26.3958 -0.1% | |
| 012330.KS (HYUNDAI MOBIS LTD) | 47,223 | KRW 12,227,399 | KRW 258.929 | |
| RIVN (Rivian Automotive Inc) | 603,431 | USD 11,893,625 0.6% | USD 19.71 0.6% | |
| 1211.HK (BYD LTD H) | 962,000 | HKD 11,784,763 -2.3% | HKD 12.2503 -2.3% | |
| 9868.HK (XPENG CLASS A INC) | 1,142,500 | HKD 11,647,379 -1.0% | HKD 10.1946 -1.0% | |
| 300750.SZ (Contemporary Amperex Technology Co., Limited) | 193,500 | CNY 10,181,278 -0.3% | CNY 52.6164 -0.3% | |
| 006400.KS (SAMSUNG SDI LTD) | 49,330 | KRW 9,228,722 | KRW 187.081 | |
| 2015.HK (LI AUTO CLASS A INC) | 958,300 | HKD 7,984,294 -1.5% | HKD 8.33173 -1.5% | |
| LSCC (Lattice Semiconductor Corporation) | 101,190 | USD 7,445,560 -1.3% | USD 73.58 -1.3% | |
| 009150.KS (SAMSUNG ELECTRO MECHANICS LTD) | 41,943 | KRW 7,424,570 | KRW 177.016 | |
| BWA (BorgWarner Inc) | 160,902 | USD 7,250,244 -1.5% | USD 45.06 -1.5% | |
| SWKS (Skyworks Solutions Inc) | 109,940 | USD 6,971,295 -1.6% | USD 63.41 -1.6% | |
| ALV (Autoliv Inc) | 56,826 | USD 6,745,246 -1.2% | USD 118.7 -1.2% | |
| 9866.HK (NIO CLASS A INC) | 1,229,290 | HKD 6,469,033 -0.6% | HKD 5.26241 -0.6% | |
| CON.DE (Continental AG) | 79,550 | EUR 6,349,333 -0.1% | EUR 79.8156 -0.1% | |
| RNO.PA (Renault SA) | 152,398 | EUR 6,339,607 -0.3% | EUR 41.599 -0.3% | |
| PAH3.DE (Porsche Automobil Holding SE) | 112,134 | EUR 5,257,295 -0.1% | EUR 46.884 -0.1% | |
| 2382.HK (SUNNY OPTICAL TECHNOLOGY LTD) | 516,800 | HKD 4,352,315 1.1% | HKD 8.42166 1.1% | |
| LEA (Lear Corporation) | 35,849 | USD 4,108,295 -1.5% | USD 114.6 -1.5% | |
| GNTX (Gentex Corporation) | 164,625 | USD 3,830,824 -1.2% | USD 23.27 -1.2% | |
| 9863.HK (ZHEJIANG LEAPMOTOR TECHNOLOGY LTD) | 485,800 | HKD 3,034,573 -3.0% | HKD 6.24655 -3.0% | |
| 2018.HK (AAC TECHNOLOGIES HOLDINGS INC) | 540,000 | HKD 2,705,724 -0.6% | HKD 5.0106 -0.6% | |
| VOW.DE (Volkswagen AG) | 20,105 | EUR 2,481,655 -0.1% | EUR 123.435 -0.1% | |
| ALGM (Allegro Microsystems Inc) | 92,052 | USD 2,428,332 -1.7% | USD 26.38 -1.7% | |
| FR.PA (Valeo SE) | 160,792 | EUR 2,197,179 -0.9% | EUR 13.6647 -0.9% | |
| FRVIA.PA (Forvia SE) | 124,932 | EUR 1,998,413 -0.1% | EUR 15.996 -0.1% | |
| VC (Visteon Corp) | 19,897 | USD 1,892,205 -1.2% | USD 95.1 -1.2% | |
| 6770.T (Alps Alpine Co., Ltd.) | 125,200 | JPY 1,592,307 -0.3% | JPY 12.7181 -0.3% | |
| VSH (Vishay Intertechnology Inc) | 91,206 | USD 1,321,575 -2.0% | USD 14.49 -2.0% | |
| 601127.SS (SERES (赛力斯)) | 71,000 | CNY 1,230,404 -0.1% | CNY 17.3296 -0.1% | |
| ADNT (Adient PLC) | 60,915 | USD 1,167,741 -1.5% | USD 19.17 -1.5% | |
| 002594.SZ (BYD Company Limited) | 83,400 | CNY 1,167,608 -1.8% | CNY 14.0001 -1.8% | |
| 179.HK (JOHNSON ELECTRIC HOLDINGS LTD) | 299,000 | HKD 1,141,682 -4.4% | HKD 3.81833 -4.4% | |
| DWL.L (Dowlais Group Plc) | 999,944 | GBP 1,129,779 -0.5% | GBP 1.12984 -0.5% | |
| CIE.MC (CIE Automotive SA) | 31,700 | EUR 1,107,594 0.2% | EUR 34.9399 0.2% | |
| BLBD (Blue Bird Corp) | 23,422 | USD 1,100,834 0.9% | USD 47 0.9% | |
| MELE.BR (Melexis NV) | 15,075 | EUR 1,018,028 0.2% | EUR 67.5309 0.2% | |
| LCID (Lucid Group Inc) | 95,273 | USD 1,007,036 -3.0% | USD 10.57 -3.0% | |
| NFI.TO (NFI Group Inc) | 85,651 | CAD 969,764 -1.1% | CAD 11.3223 -1.1% | |
| 7313.T (TS TECH Co., Ltd.) | 70,800 | JPY 831,560 -0.3% | JPY 11.7452 -0.3% | |
| OPM.PA (Opmobility) | 40,793 | EUR 765,112 -0.2% | EUR 18.756 -0.2% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 72,304 | USD 754,854 -1.6% | USD 10.44 -1.6% | |
| 603799.SS (HUAYOU COBALT (华友钴业)) | 76,500 | CNY 748,127 0.5% | CNY 9.77944 0.5% | |
| 7296.T (F.C.C. Co., Ltd.) | 27,000 | JPY 639,063 -0.3% | JPY 23.669 -0.3% | |
| 011210.KS (HYUNDAI WIA CORP) | 11,979 | KRW 629,489 | KRW 52.5494 | |
| ELG.DE (Elmos Semiconductor SE) | 5,304 | EUR 604,240 -0.1% | EUR 113.922 -0.1% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 35,400 | JPY 576,807 -0.3% | JPY 16.294 -0.3% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,970 | KRW 522,657 | KRW 43.6639 | |
| 002074.SZ (Gotion High-tech Co., Ltd.) | 82,700 | CNY 463,384 -0.8% | CNY 5.60319 -0.8% | |
| 603893.SS (ROCKCHIP (瑞芯微)) | 18,100 | CNY 462,305 -0.1% | CNY 25.5417 -0.1% | |
| 002920.SZ (Huizhou Desay SV Automotive Co., Ltd.) | 24,900 | CNY 429,154 -1.3% | CNY 17.2351 -1.3% | |
| CPS (Cooper Stnd) | 12,841 | USD 421,570 -1.2% | USD 32.83 -1.2% | |
| 600741.SS (HASCO (华域汽车)) | 136,100 | CNY 389,974 -0.2% | CNY 2.86535 -0.2% | |
| 5851.T (Ryobi Limited) | 22,000 | JPY 384,574 -0.3% | JPY 17.4806 -0.3% | |
| 603659.SS (PUTAILAI (璞泰来)) | 97,900 | CNY 383,468 0.0% | CNY 3.91694 0.0% | |
| 248070.KS (SOLUM LTD) | 29,240 | KRW 336,741 | KRW 11.5164 | |
| 600733.SS (BAIC BLUEPARK (北汽蓝谷)) | 255,600 | CNY 294,052 2.6% | CNY 1.15044 2.6% | |
| 002340.SZ (GEM Co., Ltd.) | 235,200 | CNY 281,703 2.3% | CNY 1.19772 2.3% | |
| 018880.KS (HANON SYSTEMS) | 129,660 | KRW 266,872 | KRW 2.05824 | |
| 603160.SS (GOODIX (汇顶科技)) | 21,900 | CNY 247,867 0.8% | CNY 11.3181 0.8% | |
| 601799.SS (XINGYU CO.,LTD (星宇股份)) | 13,900 | CNY 245,681 -0.4% | CNY 17.6749 -0.4% | |
| 5970.T (G-Tekt Corporation) | 18,100 | JPY 226,791 -0.3% | JPY 12.5299 -0.3% | |
| 688099.SS (Amlogic (Shanghai) Co.,Ltd.) | 18,127 | CNY 226,537 -0.7% | CNY 12.4972 -0.7% | |
| 710.HK (BOE VARITRONIX LTD) | 268,000 | HKD 176,635 -2.3% | HKD 0.659086 -2.3% | |
| MVIS (Microvision Inc) | 179,330 | USD 148,503 -2.3% | USD 0.828099 -2.3% | |
| CHPT (ChargePoint Holdings Inc) | 15,221 | USD 101,067 -1.3% | USD 6.63997 -1.3% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| 2308.TW (DELTA ELECTRONICS INC) | 1,174,000 | TWD 35,964,743 0.1% | TWD 30.6344 0.1% | |
| NVDA (NVIDIA Corporation) | 125,085 | USD 23,458,441 -0.4% | USD 187.54 -0.4% | |
| QCOM (Qualcomm Incorporated) | 113,160 | USD 19,650,234 0.1% | USD 173.65 0.1% | |
| IFX.DE (Infineon Technologies AG) | 418,768 | EUR 18,578,567 2.6% | EUR 44.3648 2.6% | |
| 6902.T (DENSO Corporation) | 1,314,600 | JPY 18,146,332 -0.1% | JPY 13.8037 -0.1% | |
| NXPI (NXP Semiconductors NV) | 82,330 | USD 18,110,953 -0.2% | USD 219.98 -0.2% | |
| 6723.T (Renesas Electronics Corporation) | 1,321,000 | JPY 18,082,579 -0.2% | JPY 13.6886 -0.2% | |
| VOW3.DE (Volkswagen AG) | 146,722 | EUR 17,864,763 0.4% | EUR 121.759 0.4% | |
| STMMI.MI (STMicroelectronics NV) | 485,135 | EUR 12,820,774 1.4% | EUR 26.4272 1.4% | |
| 012330.KS (HYUNDAI MOBIS LTD) | 47,223 | KRW 12,227,399 1.0% | KRW 258.929 1.0% | |
| 1211.HK (BYD LTD H) | 962,000 | HKD 12,065,409 0.4% | HKD 12.542 0.4% | |
| RIVN (Rivian Automotive Inc) | 603,431 | USD 11,821,213 -5.2% | USD 19.59 -5.2% | |
| 9868.HK (XPENG CLASS A INC) | 1,142,500 | HKD 11,759,961 1.2% | HKD 10.2932 1.2% | |
| 300750.SZ (Contemporary Amperex Technology Co., Limited) | 193,500 | CNY 10,215,594 0.0% | CNY 52.7938 0.0% | |
| 006400.KS (SAMSUNG SDI LTD) | 49,330 | KRW 9,228,722 -3.6% | KRW 187.081 -3.6% | |
| 2015.HK (LI AUTO CLASS A INC) | 958,300 | HKD 8,102,976 -0.6% | HKD 8.45557 -0.6% | |
| LSCC (Lattice Semiconductor Corporation) | 101,190 | USD 7,546,750 0.0% | USD 74.58 0.0% | |
| 009150.KS (SAMSUNG ELECTRO MECHANICS LTD) | 41,943 | KRW 7,424,570 -1.7% | KRW 177.016 -1.7% | |
| BWA (BorgWarner Inc) | 160,902 | USD 7,358,048 -0.1% | USD 45.73 -0.1% | |
| SWKS (Skyworks Solutions Inc) | 109,940 | USD 7,086,732 0.7% | USD 64.46 0.7% | |
| ALV (Autoliv Inc) | 56,826 | USD 6,829,349 0.0% | USD 120.18 0.0% | |
| 9866.HK (NIO CLASS A INC) | 1,229,290 | HKD 6,508,317 2.1% | HKD 5.29437 2.1% | |
| CON.DE (Continental AG) | 79,550 | EUR 6,356,901 0.8% | EUR 79.9108 0.8% | |
| RNO.PA (Renault SA) | 152,398 | EUR 6,356,124 0.7% | EUR 41.7074 0.7% | |
| PAH3.DE (Porsche Automobil Holding SE) | 112,134 | EUR 5,263,562 0.6% | EUR 46.9399 0.6% | |
| 2382.HK (SUNNY OPTICAL TECHNOLOGY LTD) | 516,800 | HKD 4,303,429 2.1% | HKD 8.32707 2.1% | |
| LEA (Lear Corporation) | 35,849 | USD 4,170,314 -0.1% | USD 116.33 -0.1% | |
| GNTX (Gentex Corporation) | 164,625 | USD 3,878,565 0.5% | USD 23.56 0.5% | |
| 9863.HK (ZHEJIANG LEAPMOTOR TECHNOLOGY LTD) | 485,800 | HKD 3,127,608 -0.7% | HKD 6.43806 -0.7% | |
| 2018.HK (AAC TECHNOLOGIES HOLDINGS INC) | 540,000 | HKD 2,721,564 2.0% | HKD 5.03993 2.0% | |
| VOW.DE (Volkswagen AG) | 20,105 | EUR 2,484,613 0.7% | EUR 123.582 0.7% | |
| ALGM (Allegro Microsystems Inc) | 92,052 | USD 2,469,755 1.1% | USD 26.83 1.1% | |
| FR.PA (Valeo SE) | 160,792 | EUR 2,216,814 1.2% | EUR 13.7868 1.2% | |
| FRVIA.PA (Forvia SE) | 124,932 | EUR 2,000,061 0.4% | EUR 16.0092 0.4% | |
| VC (Visteon Corp) | 19,897 | USD 1,914,489 0.4% | USD 96.22 0.4% | |
| 6770.T (Alps Alpine Co., Ltd.) | 125,200 | JPY 1,596,483 -0.6% | JPY 12.7515 -0.6% | |
| VSH (Vishay Intertechnology Inc) | 91,206 | USD 1,348,025 -0.8% | USD 14.78 -0.8% | |
| 601127.SS (SERES (赛力斯)) | 71,000 | CNY 1,231,922 0.8% | CNY 17.351 0.8% | |
| 179.HK (JOHNSON ELECTRIC HOLDINGS LTD) | 299,000 | HKD 1,194,179 4.6% | HKD 3.99391 4.6% | |
| 002594.SZ (BYD Company Limited) | 83,400 | CNY 1,189,597 -0.4% | CNY 14.2638 -0.4% | |
| ADNT (Adient PLC) | 60,915 | USD 1,186,015 0.5% | USD 19.47 0.5% | |
| DWL.L (Dowlais Group Plc) | 999,944 | GBP 1,135,795 0.0% | GBP 1.13586 0.0% | |
| CIE.MC (CIE Automotive SA) | 31,700 | EUR 1,105,187 0.8% | EUR 34.8639 0.8% | |
| BLBD (Blue Bird Corp) | 23,422 | USD 1,091,231 -7.0% | USD 46.59 -7.0% | |
| LCID (Lucid Group Inc) | 95,273 | USD 1,038,476 -1.9% | USD 10.9 -1.9% | |
| MELE.BR (Melexis NV) | 15,075 | EUR 1,015,696 0.7% | EUR 67.3762 0.7% | |
| NFI.TO (NFI Group Inc) | 85,651 | CAD 980,925 -0.5% | CAD 11.4526 -0.5% | |
| 7313.T (TS TECH Co., Ltd.) | 70,800 | JPY 833,740 -0.6% | JPY 11.776 -0.6% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 72,304 | USD 767,145 -0.3% | USD 10.61 -0.3% | |
| OPM.PA (Opmobility) | 40,793 | EUR 766,504 0.2% | EUR 18.7901 0.2% | |
| 603799.SS (HUAYOU COBALT (华友钴业)) | 76,500 | CNY 744,188 4.5% | CNY 9.72795 4.5% | |
| 7296.T (F.C.C. Co., Ltd.) | 27,000 | JPY 640,739 -0.8% | JPY 23.7311 -0.8% | |
| 011210.KS (HYUNDAI WIA CORP) | 11,979 | KRW 629,489 0.6% | KRW 52.5494 0.6% | |
| ELG.DE (Elmos Semiconductor SE) | 5,304 | EUR 604,961 1.3% | EUR 114.058 1.3% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 35,400 | JPY 578,320 -0.5% | JPY 16.3367 -0.5% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,970 | KRW 522,657 -5.8% | KRW 43.6639 -5.8% | |
| 002074.SZ (Gotion High-tech Co., Ltd.) | 82,700 | CNY 467,115 0.1% | CNY 5.64831 0.1% | |
| 603893.SS (ROCKCHIP (瑞芯微)) | 18,100 | CNY 462,643 1.4% | CNY 25.5604 1.4% | |
| 002920.SZ (Huizhou Desay SV Automotive Co., Ltd.) | 24,900 | CNY 434,889 0.7% | CNY 17.4654 0.7% | |
| CPS (Cooper Stnd) | 12,841 | USD 426,578 1.1% | USD 33.22 1.1% | |
| 600741.SS (HASCO (华域汽车)) | 136,100 | CNY 390,789 1.1% | CNY 2.87134 1.1% | |
| 5851.T (Ryobi Limited) | 22,000 | JPY 385,582 0.1% | JPY 17.5265 0.1% | |
| 603659.SS (PUTAILAI (璞泰来)) | 97,900 | CNY 383,578 0.7% | CNY 3.91806 0.7% | |
| 248070.KS (SOLUM LTD) | 29,240 | KRW 336,741 0.7% | KRW 11.5164 0.7% | |
| 600733.SS (BAIC BLUEPARK (北汽蓝谷)) | 255,600 | CNY 286,548 -1.9% | CNY 1.12108 -1.9% | |
| 002340.SZ (GEM Co., Ltd.) | 235,200 | CNY 275,450 2.4% | CNY 1.17113 2.4% | |
| 018880.KS (HANON SYSTEMS) | 129,660 | KRW 266,872 -2.2% | KRW 2.05824 -2.2% | |
| 601799.SS (XINGYU CO.,LTD (星宇股份)) | 13,900 | CNY 246,685 0.2% | CNY 17.7471 0.2% | |
| 603160.SS (GOODIX (汇顶科技)) | 21,900 | CNY 245,986 0.8% | CNY 11.2322 0.8% | |
| 688099.SS (Amlogic (Shanghai) Co.,Ltd.) | 18,127 | CNY 228,232 1.8% | CNY 12.5907 1.8% | |
| 5970.T (G-Tekt Corporation) | 18,100 | JPY 227,386 -0.2% | JPY 12.5628 -0.2% | |
| 710.HK (BOE VARITRONIX LTD) | 268,000 | HKD 180,805 1.3% | HKD 0.674646 1.3% | |
| MVIS (Microvision Inc) | 179,330 | USD 151,982 -1.7% | USD 0.847499 -1.7% | |
| CHPT (ChargePoint Holdings Inc) | 15,221 | USD 102,437 -3.0% | USD 6.72998 -3.0% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| 2308.TW (DELTA ELECTRONICS INC) | 1,174,000 | TWD 35,936,870 0.6% | TWD 30.6106 0.6% | |
| NVDA (NVIDIA Corporation) | 125,085 | USD 23,543,499 -1.2% | USD 188.22 -1.2% | |
| QCOM (Qualcomm Incorporated) | 113,160 | USD 19,625,339 -0.8% | USD 173.43 -0.8% | |
| 6902.T (DENSO Corporation) | 1,314,600 | JPY 18,165,842 0.1% | JPY 13.8185 0.1% | |
| NXPI (NXP Semiconductors NV) | 82,330 | USD 18,150,472 -1.1% | USD 220.46 -1.1% | |
| 6723.T (Renesas Electronics Corporation) | 1,321,000 | JPY 18,110,279 -0.8% | JPY 13.7095 -0.8% | |
| IFX.DE (Infineon Technologies AG) | 418,768 | EUR 18,104,161 0.0% | EUR 43.232 0.0% | |
| VOW3.DE (Volkswagen AG) | 146,722 | EUR 17,791,353 -0.8% | EUR 121.259 -0.8% | |
| STMMI.MI (STMicroelectronics NV) | 485,135 | EUR 12,641,658 0.1% | EUR 26.058 0.1% | |
| RIVN (Rivian Automotive Inc) | 603,431 | USD 12,472,919 -1.1% | USD 20.67 -1.1% | |
| 012330.KS (HYUNDAI MOBIS LTD) | 47,223 | KRW 12,102,958 3.2% | KRW 256.294 3.2% | |
| 1211.HK (BYD LTD H) | 962,000 | HKD 12,015,255 3.7% | HKD 12.4899 3.7% | |
| 9868.HK (XPENG CLASS A INC) | 1,142,500 | HKD 11,617,075 3.8% | HKD 10.1681 3.8% | |
| 300750.SZ (Contemporary Amperex Technology Co., Limited) | 193,500 | CNY 10,216,154 -1.3% | CNY 52.7967 -1.3% | |
| 006400.KS (SAMSUNG SDI LTD) | 49,330 | KRW 9,572,780 2.1% | KRW 194.056 2.1% | |
| 2015.HK (LI AUTO CLASS A INC) | 958,300 | HKD 8,147,824 1.6% | HKD 8.50237 1.6% | |
| 009150.KS (SAMSUNG ELECTRO MECHANICS LTD) | 41,943 | KRW 7,552,673 0.2% | KRW 180.07 0.2% | |
| LSCC (Lattice Semiconductor Corporation) | 101,190 | USD 7,544,726 -2.1% | USD 74.56 -2.1% | |
| BWA (BorgWarner Inc) | 160,902 | USD 7,367,703 0.5% | USD 45.79 0.5% | |
| SWKS (Skyworks Solutions Inc) | 109,940 | USD 7,038,359 -0.3% | USD 64.02 -0.3% | |
| ALV (Autoliv Inc) | 56,826 | USD 6,832,190 -0.1% | USD 120.23 -0.1% | |
| 9866.HK (NIO CLASS A INC) | 1,229,290 | HKD 6,375,490 4.8% | HKD 5.18632 4.8% | |
| RNO.PA (Renault SA) | 152,398 | EUR 6,310,508 -1.6% | EUR 41.4081 -1.6% | |
| CON.DE (Continental AG) | 79,550 | EUR 6,305,333 1.9% | EUR 79.2625 1.9% | |
| PAH3.DE (Porsche Automobil Holding SE) | 112,134 | EUR 5,230,422 -0.3% | EUR 46.6444 -0.3% | |
| 2382.HK (SUNNY OPTICAL TECHNOLOGY LTD) | 516,800 | HKD 4,214,543 -2.8% | HKD 8.15508 -2.8% | |
| LEA (Lear Corporation) | 35,849 | USD 4,174,975 -0.4% | USD 116.46 -0.4% | |
| GNTX (Gentex Corporation) | 164,625 | USD 3,860,456 -0.1% | USD 23.45 -0.1% | |
| 9863.HK (ZHEJIANG LEAPMOTOR TECHNOLOGY LTD) | 485,800 | HKD 3,149,392 0.9% | HKD 6.4829 0.9% | |
| 2018.HK (AAC TECHNOLOGIES HOLDINGS INC) | 540,000 | HKD 2,667,250 -0.6% | HKD 4.93935 -0.6% | |
| VOW.DE (Volkswagen AG) | 20,105 | EUR 2,467,483 -0.2% | EUR 122.73 -0.2% | |
| ALGM (Allegro Microsystems Inc) | 92,052 | USD 2,442,140 -1.3% | USD 26.53 -1.3% | |
| FR.PA (Valeo SE) | 160,792 | EUR 2,190,982 1.8% | EUR 13.6262 1.8% | |
| FRVIA.PA (Forvia SE) | 124,932 | EUR 1,991,951 2.2% | EUR 15.9443 2.2% | |
| VC (Visteon Corp) | 19,897 | USD 1,906,133 -1.5% | USD 95.8 -1.5% | |
| 6770.T (Alps Alpine Co., Ltd.) | 125,200 | JPY 1,605,643 1.9% | JPY 12.8246 1.9% | |
| VSH (Vishay Intertechnology Inc) | 91,206 | USD 1,358,969 -0.7% | USD 14.9 -0.7% | |
| 601127.SS (SERES (赛力斯)) | 71,000 | CNY 1,221,676 -0.1% | CNY 17.2067 -0.1% | |
| 002594.SZ (BYD Company Limited) | 83,400 | CNY 1,194,793 0.3% | CNY 14.3261 0.3% | |
| ADNT (Adient PLC) | 60,915 | USD 1,179,924 -0.8% | USD 19.37 -0.8% | |
| BLBD (Blue Bird Corp) | 23,422 | USD 1,173,208 -1.3% | USD 50.09 -1.3% | |
| 179.HK (JOHNSON ELECTRIC HOLDINGS LTD) | 299,000 | HKD 1,141,494 -1.0% | HKD 3.81771 -1.0% | |
| DWL.L (Dowlais Group Plc) | 999,944 | GBP 1,135,835 -0.4% | GBP 1.1359 -0.4% | |
| CIE.MC (CIE Automotive SA) | 31,700 | EUR 1,096,661 1.3% | EUR 34.595 1.3% | |
| LCID (Lucid Group Inc) | 95,273 | USD 1,058,483 -2.6% | USD 11.11 -2.6% | |
| MELE.BR (Melexis NV) | 15,075 | EUR 1,008,448 0.2% | EUR 66.8954 0.2% | |
| NFI.TO (NFI Group Inc) | 85,651 | CAD 985,546 -0.5% | CAD 11.5065 -0.5% | |
| 7313.T (TS TECH Co., Ltd.) | 70,800 | JPY 838,750 1.1% | JPY 11.8468 1.1% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 72,304 | USD 769,315 2.1% | USD 10.64 2.1% | |
| OPM.PA (Opmobility) | 40,793 | EUR 765,138 2.1% | EUR 18.7566 2.1% | |
| 603799.SS (HUAYOU COBALT (华友钴业)) | 76,500 | CNY 712,182 -1.2% | CNY 9.30957 -1.2% | |
| 7296.T (F.C.C. Co., Ltd.) | 27,000 | JPY 645,784 0.0% | JPY 23.9179 0.0% | |
| 011210.KS (HYUNDAI WIA CORP) | 11,979 | KRW 625,756 2.4% | KRW 52.2378 2.4% | |
| ELG.DE (Elmos Semiconductor SE) | 5,304 | EUR 597,284 3.3% | EUR 112.61 3.3% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 35,400 | JPY 581,336 -0.4% | JPY 16.4219 -0.4% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,970 | KRW 554,973 -0.3% | KRW 46.3637 -0.3% | |
| 002074.SZ (Gotion High-tech Co., Ltd.) | 82,700 | CNY 466,765 -1.4% | CNY 5.64407 -1.4% | |
| 603893.SS (ROCKCHIP (瑞芯微)) | 18,100 | CNY 456,216 0.0% | CNY 25.2053 0.0% | |
| 002920.SZ (Huizhou Desay SV Automotive Co., Ltd.) | 24,900 | CNY 431,971 -1.0% | CNY 17.3482 -1.0% | |
| CPS (Cooper Stnd) | 12,841 | USD 421,955 -0.7% | USD 32.86 -0.7% | |
| 600741.SS (HASCO (华域汽车)) | 136,100 | CNY 386,414 0.0% | CNY 2.83919 0.0% | |
| 5851.T (Ryobi Limited) | 22,000 | JPY 385,265 -0.1% | JPY 17.512 -0.1% | |
| 603659.SS (PUTAILAI (璞泰来)) | 97,900 | CNY 380,826 -3.1% | CNY 3.88995 -3.1% | |
| 248070.KS (SOLUM LTD) | 29,240 | KRW 334,522 0.4% | KRW 11.4406 0.4% | |
| 600733.SS (BAIC BLUEPARK (北汽蓝谷)) | 255,600 | CNY 291,960 -1.1% | CNY 1.14225 -1.1% | |
| 018880.KS (HANON SYSTEMS) | 129,660 | KRW 272,921 2.5% | KRW 2.1049 2.5% | |
| 002340.SZ (GEM Co., Ltd.) | 235,200 | CNY 268,994 0.0% | CNY 1.14368 0.0% | |
| 601799.SS (XINGYU CO.,LTD (星宇股份)) | 13,900 | CNY 246,267 -0.5% | CNY 17.7171 -0.5% | |
| 603160.SS (GOODIX (汇顶科技)) | 21,900 | CNY 243,954 -0.8% | CNY 11.1395 -0.8% | |
| 5970.T (G-Tekt Corporation) | 18,100 | JPY 227,831 -0.1% | JPY 12.5873 -0.1% | |
| 688099.SS (Amlogic (Shanghai) Co.,Ltd.) | 18,127 | CNY 224,160 -1.5% | CNY 12.3661 -1.5% | |
| 710.HK (BOE VARITRONIX LTD) | 268,000 | HKD 178,568 -0.2% | HKD 0.666299 -0.2% | |
| MVIS (Microvision Inc) | 179,330 | USD 154,547 -5.4% | USD 0.861802 -5.4% | |
| CHPT (ChargePoint Holdings Inc) | 15,221 | USD 105,634 -2.0% | USD 6.94002 -2.0% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| 2308.TW (DELTA ELECTRONICS INC) | 1,174,000 | TWD 35,707,618 0.2% | TWD 30.4153 0.2% | |
| NVDA (NVIDIA Corporation) | 125,085 | USD 23,832,445 1.0% | USD 190.53 1.0% | |
| QCOM (Qualcomm Incorporated) | 113,160 | USD 19,781,500 0.0% | USD 174.81 0.0% | |
| NXPI (NXP Semiconductors NV) | 82,330 | USD 18,348,887 -1.1% | USD 222.87 -1.1% | |
| 6723.T (Renesas Electronics Corporation) | 1,321,000 | JPY 18,262,186 1.8% | JPY 13.8245 1.8% | |
| 6902.T (DENSO Corporation) | 1,314,600 | JPY 18,152,699 0.7% | JPY 13.8085 0.7% | |
| IFX.DE (Infineon Technologies AG) | 418,768 | EUR 18,110,451 0.0% | EUR 43.247 0.0% | |
| VOW3.DE (Volkswagen AG) | 146,722 | EUR 17,928,190 0.0% | EUR 122.192 0.0% | |
| STMMI.MI (STMicroelectronics NV) | 485,135 | EUR 12,624,370 0.0% | EUR 26.0224 0.0% | |
| RIVN (Rivian Automotive Inc) | 603,431 | USD 12,611,708 -1.1% | USD 20.9 -1.1% | |
| 012330.KS (HYUNDAI MOBIS LTD) | 47,223 | KRW 11,728,760 -1.3% | KRW 248.37 -1.3% | |
| 1211.HK (BYD LTD H) | 962,000 | HKD 11,586,931 0.1% | HKD 12.0446 0.1% | |
| 9868.HK (XPENG CLASS A INC) | 1,142,500 | HKD 11,188,152 0.1% | HKD 9.79269 0.1% | |
| 300750.SZ (Contemporary Amperex Technology Co., Limited) | 193,500 | CNY 10,346,029 -0.2% | CNY 53.4678 -0.2% | |
| 006400.KS (SAMSUNG SDI LTD) | 49,330 | KRW 9,377,286 -1.5% | KRW 190.093 -1.5% | |
| 2015.HK (LI AUTO CLASS A INC) | 958,300 | HKD 8,021,698 0.1% | HKD 8.37076 0.1% | |
| LSCC (Lattice Semiconductor Corporation) | 101,190 | USD 7,708,654 -0.5% | USD 76.18 -0.5% | |
| 009150.KS (SAMSUNG ELECTRO MECHANICS LTD) | 41,943 | KRW 7,536,587 2.9% | KRW 179.686 2.9% | |
| BWA (BorgWarner Inc) | 160,902 | USD 7,332,304 0.3% | USD 45.57 0.3% | |
| SWKS (Skyworks Solutions Inc) | 109,940 | USD 7,059,247 -0.5% | USD 64.21 -0.5% | |
| ALV (Autoliv Inc) | 56,826 | USD 6,840,146 0.4% | USD 120.37 0.4% | |
| RNO.PA (Renault SA) | 152,398 | EUR 6,413,061 0.0% | EUR 42.081 0.0% | |
| CON.DE (Continental AG) | 79,550 | EUR 6,189,162 0.0% | EUR 77.8022 0.0% | |
| 9866.HK (NIO CLASS A INC) | 1,229,290 | HKD 6,080,723 0.1% | HKD 4.94653 0.1% | |
| PAH3.DE (Porsche Automobil Holding SE) | 112,134 | EUR 5,248,296 0.0% | EUR 46.8038 0.0% | |
| 2382.HK (SUNNY OPTICAL TECHNOLOGY LTD) | 516,800 | HKD 4,335,983 0.1% | HKD 8.39006 0.1% | |
| LEA (Lear Corporation) | 35,849 | USD 4,190,748 0.3% | USD 116.9 0.3% | |
| GNTX (Gentex Corporation) | 164,625 | USD 3,863,749 0.4% | USD 23.47 0.4% | |
| 9863.HK (ZHEJIANG LEAPMOTOR TECHNOLOGY LTD) | 485,800 | HKD 3,121,933 0.1% | HKD 6.42637 0.1% | |
| 2018.HK (AAC TECHNOLOGIES HOLDINGS INC) | 540,000 | HKD 2,682,246 0.1% | HKD 4.96712 0.1% | |
| ALGM (Allegro Microsystems Inc) | 92,052 | USD 2,473,437 -0.3% | USD 26.87 -0.3% | |
| VOW.DE (Volkswagen AG) | 20,105 | EUR 2,472,053 0.0% | EUR 122.957 0.0% | |
| FR.PA (Valeo SE) | 160,792 | EUR 2,153,168 0.0% | EUR 13.391 0.0% | |
| FRVIA.PA (Forvia SE) | 124,932 | EUR 1,949,587 0.0% | EUR 15.6052 0.0% | |
| VC (Visteon Corp) | 19,897 | USD 1,935,978 0.4% | USD 97.3 0.4% | |
| 6770.T (Alps Alpine Co., Ltd.) | 125,200 | JPY 1,575,555 -0.4% | JPY 12.5843 -0.4% | |
| VSH (Vishay Intertechnology Inc) | 91,206 | USD 1,369,002 -0.1% | USD 15.01 -0.1% | |
| 601127.SS (SERES (赛力斯)) | 71,000 | CNY 1,223,432 0.9% | CNY 17.2314 0.9% | |
| 002594.SZ (BYD Company Limited) | 83,400 | CNY 1,191,054 6.0% | CNY 14.2812 6.0% | |
| ADNT (Adient PLC) | 60,915 | USD 1,189,061 0.8% | USD 19.52 0.8% | |
| BLBD (Blue Bird Corp) | 23,422 | USD 1,188,432 -2.1% | USD 50.74 -2.1% | |
| 179.HK (JOHNSON ELECTRIC HOLDINGS LTD) | 299,000 | HKD 1,153,507 0.1% | HKD 3.85788 0.1% | |
| DWL.L (Dowlais Group Plc) | 999,944 | GBP 1,140,645 0.0% | GBP 1.14071 0.0% | |
| LCID (Lucid Group Inc) | 95,273 | USD 1,087,065 -3.4% | USD 11.41 -3.4% | |
| CIE.MC (CIE Automotive SA) | 31,700 | EUR 1,082,706 0.0% | EUR 34.1548 0.0% | |
| MELE.BR (Melexis NV) | 15,075 | EUR 1,006,685 0.0% | EUR 66.7784 0.0% | |
| NFI.TO (NFI Group Inc) | 85,651 | CAD 990,174 0.1% | CAD 11.5606 0.1% | |
| 7313.T (TS TECH Co., Ltd.) | 70,800 | JPY 829,866 0.0% | JPY 11.7213 0.0% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 72,304 | USD 753,408 2.5% | USD 10.42 2.5% | |
| OPM.PA (Opmobility) | 40,793 | EUR 749,486 0.0% | EUR 18.3729 0.0% | |
| 603799.SS (HUAYOU COBALT (华友钴业)) | 76,500 | CNY 720,987 -1.6% | CNY 9.42467 -1.6% | |
| 7296.T (F.C.C. Co., Ltd.) | 27,000 | JPY 645,549 -1.1% | JPY 23.9092 -1.1% | |
| 011210.KS (HYUNDAI WIA CORP) | 11,979 | KRW 610,834 3.1% | KRW 50.9921 3.1% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 35,400 | JPY 583,871 -0.9% | JPY 16.4935 -0.9% | |
| ELG.DE (Elmos Semiconductor SE) | 5,304 | EUR 578,452 0.0% | EUR 109.06 0.0% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,970 | KRW 556,397 -5.0% | KRW 46.4826 -5.0% | |
| 002074.SZ (Gotion High-tech Co., Ltd.) | 82,700 | CNY 473,320 2.0% | CNY 5.72334 2.0% | |
| 603893.SS (ROCKCHIP (瑞芯微)) | 18,100 | CNY 456,345 -1.0% | CNY 25.2124 -1.0% | |
| 002920.SZ (Huizhou Desay SV Automotive Co., Ltd.) | 24,900 | CNY 436,281 -3.5% | CNY 17.5213 -3.5% | |
| CPS (Cooper Stnd) | 12,841 | USD 424,909 0.8% | USD 33.09 0.8% | |
| 603659.SS (PUTAILAI (璞泰来)) | 97,900 | CNY 392,836 2.5% | CNY 4.01263 2.5% | |
| 600741.SS (HASCO (华域汽车)) | 136,100 | CNY 386,364 -0.9% | CNY 2.83882 -0.9% | |
| 5851.T (Ryobi Limited) | 22,000 | JPY 385,782 -0.1% | JPY 17.5355 -0.1% | |
| 248070.KS (SOLUM LTD) | 29,240 | KRW 333,093 -0.7% | KRW 11.3917 -0.7% | |
| 600733.SS (BAIC BLUEPARK (北汽蓝谷)) | 255,600 | CNY 295,278 -1.0% | CNY 1.15523 -1.0% | |
| 002340.SZ (GEM Co., Ltd.) | 235,200 | CNY 269,025 0.0% | CNY 1.14381 0.0% | |
| 018880.KS (HANON SYSTEMS) | 129,660 | KRW 266,264 -0.2% | KRW 2.05356 -0.2% | |
| 601799.SS (XINGYU CO.,LTD (星宇股份)) | 13,900 | CNY 247,556 1.5% | CNY 17.8098 1.5% | |
| 603160.SS (GOODIX (汇顶科技)) | 21,900 | CNY 245,960 0.2% | CNY 11.2311 0.2% | |
| 5970.T (G-Tekt Corporation) | 18,100 | JPY 227,950 1.1% | JPY 12.5939 1.1% | |
| 688099.SS (Amlogic (Shanghai) Co.,Ltd.) | 18,127 | CNY 227,529 -0.9% | CNY 12.5519 -0.9% | |
| 710.HK (BOE VARITRONIX LTD) | 268,000 | HKD 178,986 0.1% | HKD 0.667858 0.1% | |
| MVIS (Microvision Inc) | 179,330 | USD 163,334 0.5% | USD 0.910801 0.5% | |
| CHPT (ChargePoint Holdings Inc) | 15,221 | USD 107,765 -1.1% | USD 7.08002 -1.1% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| 2308.TW (DELTA ELECTRONICS INC) | 1,174,000 | TWD 35,635,688 1.5% | TWD 30.3541 1.5% | |
| NVDA (NVIDIA Corporation) | 125,085 | USD 23,592,282 -0.3% | USD 188.61 -0.3% | |
| QCOM (Qualcomm Incorporated) | 113,160 | USD 19,776,973 0.0% | USD 174.77 0.0% | |
| NXPI (NXP Semiconductors NV) | 82,330 | USD 18,545,656 -0.3% | USD 225.26 -0.3% | |
| IFX.DE (Infineon Technologies AG) | 418,768 | EUR 18,111,989 0.0% | EUR 43.2507 0.0% | |
| 6902.T (DENSO Corporation) | 1,314,600 | JPY 18,034,513 -0.2% | JPY 13.7186 -0.2% | |
| 6723.T (Renesas Electronics Corporation) | 1,321,000 | JPY 17,931,551 -0.7% | JPY 13.5742 -0.7% | |
| VOW3.DE (Volkswagen AG) | 146,722 | EUR 17,929,713 0.0% | EUR 122.202 0.0% | |
| RIVN (Rivian Automotive Inc) | 603,431 | USD 12,750,497 -0.2% | USD 21.13 -0.2% | |
| STMMI.MI (STMicroelectronics NV) | 485,135 | EUR 12,625,442 0.0% | EUR 26.0246 0.0% | |
| 012330.KS (HYUNDAI MOBIS LTD) | 47,223 | KRW 11,878,158 2.8% | KRW 251.533 2.8% | |
| 1211.HK (BYD LTD H) | 962,000 | HKD 11,580,523 0.6% | HKD 12.038 0.6% | |
| 9868.HK (XPENG CLASS A INC) | 1,142,500 | HKD 11,181,965 -0.4% | HKD 9.78728 -0.4% | |
| 300750.SZ (Contemporary Amperex Technology Co., Limited) | 193,500 | CNY 10,369,103 -0.5% | CNY 53.5871 -0.5% | |
| 006400.KS (SAMSUNG SDI LTD) | 49,330 | KRW 9,518,572 2.4% | KRW 192.957 2.4% | |
| 2015.HK (LI AUTO CLASS A INC) | 958,300 | HKD 8,017,261 -0.1% | HKD 8.36613 -0.1% | |
| LSCC (Lattice Semiconductor Corporation) | 101,190 | USD 7,748,118 0.1% | USD 76.57 0.1% | |
| 009150.KS (SAMSUNG ELECTRO MECHANICS LTD) | 41,943 | KRW 7,327,235 3.1% | KRW 174.695 3.1% | |
| BWA (BorgWarner Inc) | 160,902 | USD 7,308,169 0.6% | USD 45.42 0.6% | |
| SWKS (Skyworks Solutions Inc) | 109,940 | USD 7,092,229 0.0% | USD 64.51 0.0% | |
| ALV (Autoliv Inc) | 56,826 | USD 6,811,733 -0.2% | USD 119.87 -0.2% | |
| RNO.PA (Renault SA) | 152,398 | EUR 6,413,606 0.6% | EUR 42.0846 0.6% | |
| CON.DE (Continental AG) | 79,550 | EUR 6,189,688 0.0% | EUR 77.8088 0.0% | |
| 9866.HK (NIO CLASS A INC) | 1,229,290 | HKD 6,077,360 -0.4% | HKD 4.9438 -0.4% | |
| PAH3.DE (Porsche Automobil Holding SE) | 112,134 | EUR 5,248,741 0.0% | EUR 46.8078 0.0% | |
| 2382.HK (SUNNY OPTICAL TECHNOLOGY LTD) | 516,800 | HKD 4,333,585 0.0% | HKD 8.38542 0.0% | |
| LEA (Lear Corporation) | 35,849 | USD 4,178,201 -0.4% | USD 116.55 -0.4% | |
| GNTX (Gentex Corporation) | 164,625 | USD 3,848,933 | USD 23.38 | |
| 9863.HK (ZHEJIANG LEAPMOTOR TECHNOLOGY LTD) | 485,800 | HKD 3,120,206 1.8% | HKD 6.42282 1.8% | |
| 2018.HK (AAC TECHNOLOGIES HOLDINGS INC) | 540,000 | HKD 2,680,762 1.8% | HKD 4.96437 1.8% | |
| ALGM (Allegro Microsystems Inc) | 92,052 | USD 2,480,801 -1.8% | USD 26.95 -1.8% | |
| VOW.DE (Volkswagen AG) | 20,105 | EUR 2,472,262 0.0% | EUR 122.968 0.0% | |
| FR.PA (Valeo SE) | 160,792 | EUR 2,153,351 1.0% | EUR 13.3922 1.0% | |
| FRVIA.PA (Forvia SE) | 124,932 | EUR 1,949,753 0.6% | EUR 15.6065 0.6% | |
| VC (Visteon Corp) | 19,897 | USD 1,929,213 0.1% | USD 96.96 0.1% | |
| 6770.T (Alps Alpine Co., Ltd.) | 125,200 | JPY 1,581,774 0.1% | JPY 12.634 0.1% | |
| VSH (Vishay Intertechnology Inc) | 91,206 | USD 1,369,914 0.4% | USD 15.02 0.4% | |
| BLBD (Blue Bird Corp) | 23,422 | USD 1,214,196 -0.3% | USD 51.84 -0.3% | |
| 601127.SS (SERES (赛力斯)) | 71,000 | CNY 1,212,515 0.2% | CNY 17.0777 0.2% | |
| ADNT (Adient PLC) | 60,915 | USD 1,179,924 0.4% | USD 19.37 0.4% | |
| 179.HK (JOHNSON ELECTRIC HOLDINGS LTD) | 299,000 | HKD 1,152,869 0.2% | HKD 3.85575 0.2% | |
| DWL.L (Dowlais Group Plc) | 999,944 | GBP 1,140,602 1.2% | GBP 1.14067 1.2% | |
| LCID (Lucid Group Inc) | 95,273 | USD 1,125,174 1.5% | USD 11.81 1.5% | |
| 002594.SZ (BYD Company Limited) | 83,400 | CNY 1,123,478 -0.3% | CNY 13.471 -0.3% | |
| CIE.MC (CIE Automotive SA) | 31,700 | EUR 1,082,798 0.0% | EUR 34.1577 0.0% | |
| MELE.BR (Melexis NV) | 15,075 | EUR 1,006,770 0.0% | EUR 66.7841 0.0% | |
| NFI.TO (NFI Group Inc) | 85,651 | CAD 989,450 -0.3% | CAD 11.5521 -0.3% | |
| 7313.T (TS TECH Co., Ltd.) | 70,800 | JPY 829,506 0.6% | JPY 11.7162 0.6% | |
| OPM.PA (Opmobility) | 40,793 | EUR 749,549 0.4% | EUR 18.3745 0.4% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 72,304 | USD 735,332 0.1% | USD 10.17 0.1% | |
| 603799.SS (HUAYOU COBALT (华友钴业)) | 76,500 | CNY 732,459 2.1% | CNY 9.57463 2.1% | |
| 7296.T (F.C.C. Co., Ltd.) | 27,000 | JPY 652,429 0.6% | JPY 24.164 0.6% | |
| 011210.KS (HYUNDAI WIA CORP) | 11,979 | KRW 592,717 2.1% | KRW 49.4797 2.1% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 35,400 | JPY 589,129 -2.0% | JPY 16.6421 -2.0% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,970 | KRW 585,673 13.1% | KRW 48.9284 13.1% | |
| ELG.DE (Elmos Semiconductor SE) | 5,304 | EUR 578,502 0.0% | EUR 109.069 0.0% | |
| 002074.SZ (Gotion High-tech Co., Ltd.) | 82,700 | CNY 464,167 0.2% | CNY 5.61266 0.2% | |
| 603893.SS (ROCKCHIP (瑞芯微)) | 18,100 | CNY 460,973 2.0% | CNY 25.4681 2.0% | |
| 002920.SZ (Huizhou Desay SV Automotive Co., Ltd.) | 24,900 | CNY 452,304 2.2% | CNY 18.1648 2.2% | |
| CPS (Cooper Stnd) | 12,841 | USD 421,698 -0.3% | USD 32.84 -0.3% | |
| 600741.SS (HASCO (华域汽车)) | 136,100 | CNY 389,903 0.1% | CNY 2.86483 0.1% | |
| 5851.T (Ryobi Limited) | 22,000 | JPY 386,034 -0.2% | JPY 17.547 -0.2% | |
| 603659.SS (PUTAILAI (璞泰来)) | 97,900 | CNY 383,267 0.3% | CNY 3.91488 0.3% | |
| 248070.KS (SOLUM LTD) | 29,240 | KRW 335,300 1.3% | KRW 11.4672 1.3% | |
| 600733.SS (BAIC BLUEPARK (北汽蓝谷)) | 255,600 | CNY 298,297 0.0% | CNY 1.16705 0.0% | |
| 002340.SZ (GEM Co., Ltd.) | 235,200 | CNY 269,120 1.9% | CNY 1.14422 1.9% | |
| 018880.KS (HANON SYSTEMS) | 129,660 | KRW 266,718 1.2% | KRW 2.05706 1.2% | |
| 603160.SS (GOODIX (汇顶科技)) | 21,900 | CNY 245,460 1.7% | CNY 11.2082 1.7% | |
| 601799.SS (XINGYU CO.,LTD (星宇股份)) | 13,900 | CNY 243,924 1.1% | CNY 17.5485 1.1% | |
| 688099.SS (Amlogic (Shanghai) Co.,Ltd.) | 18,127 | CNY 229,654 1.4% | CNY 12.6692 1.4% | |
| 5970.T (G-Tekt Corporation) | 18,100 | JPY 225,480 1.6% | JPY 12.4575 1.6% | |
| 710.HK (BOE VARITRONIX LTD) | 268,000 | HKD 178,887 -0.7% | HKD 0.667489 -0.7% | |
| MVIS (Microvision Inc) | 179,330 | USD 162,599 -2.7% | USD 0.906703 -2.7% | |
| CHPT (ChargePoint Holdings Inc) | 15,221 | USD 108,982 0.3% | USD 7.15998 0.3% | |
| Ticker | Number of Shares Held | Value of Shares Held | Share Price (delta previous report) | Comment |
|---|
| 2308.TW (DELTA ELECTRONICS INC) | 1,174,000 | TWD 35,112,020 -1.0% | TWD 29.908 -1.0% | |
| NVDA (NVIDIA Corporation) | 125,085 | USD 23,667,333 3.0% | USD 189.21 3.0% | |
| QCOM (Qualcomm Incorporated) | 113,160 | USD 19,774,710 0.3% | USD 174.75 0.3% | |
| NXPI (NXP Semiconductors NV) | 82,330 | USD 18,604,933 -1.3% | USD 225.98 -1.3% | |
| IFX.DE (Infineon Technologies AG) | 418,768 | EUR 18,106,607 0.2% | EUR 43.2378 0.2% | |
| 6902.T (DENSO Corporation) | 1,314,600 | JPY 18,068,500 -0.7% | JPY 13.7445 -0.7% | |
| 6723.T (Renesas Electronics Corporation) | 1,321,000 | JPY 18,059,326 0.3% | JPY 13.671 0.3% | |
| VOW3.DE (Volkswagen AG) | 146,722 | EUR 17,924,385 -0.3% | EUR 122.166 -0.3% | |
| RIVN (Rivian Automotive Inc) | 603,431 | USD 12,780,669 -2.6% | USD 21.18 -2.6% | |
| STMMI.MI (STMicroelectronics NV) | 485,135 | EUR 12,621,691 0.0% | EUR 26.0169 0.0% | |
| 012330.KS (HYUNDAI MOBIS LTD) | 47,223 | KRW 11,551,567 -0.3% | KRW 244.617 -0.3% | |
| 1211.HK (BYD LTD H) | 962,000 | HKD 11,515,033 -0.7% | HKD 11.9699 -0.7% | |
| 9868.HK (XPENG CLASS A INC) | 1,142,500 | HKD 11,229,855 -0.9% | HKD 9.8292 -0.9% | |
| 300750.SZ (Contemporary Amperex Technology Co., Limited) | 193,500 | CNY 10,425,032 1.9% | CNY 53.8761 1.9% | |
| 006400.KS (SAMSUNG SDI LTD) | 49,330 | KRW 9,291,239 -1.3% | KRW 188.349 -1.3% | |
| 2015.HK (LI AUTO CLASS A INC) | 958,300 | HKD 8,027,057 -1.4% | HKD 8.37635 -1.4% | |
| LSCC (Lattice Semiconductor Corporation) | 101,190 | USD 7,744,071 0.0% | USD 76.53 0.0% | |
| BWA (BorgWarner Inc) | 160,902 | USD 7,267,943 -0.6% | USD 45.17 -0.6% | |
| 009150.KS (SAMSUNG ELECTRO MECHANICS LTD) | 41,943 | KRW 7,108,504 -1.5% | KRW 169.48 -1.5% | |
| SWKS (Skyworks Solutions Inc) | 109,940 | USD 7,088,931 -1.2% | USD 64.48 -1.2% | |
| ALV (Autoliv Inc) | 56,826 | USD 6,827,076 -0.2% | USD 120.14 -0.2% | |
| RNO.PA (Renault SA) | 152,398 | EUR 6,377,605 -1.4% | EUR 41.8484 -1.4% | |
| CON.DE (Continental AG) | 79,550 | EUR 6,187,848 -0.6% | EUR 77.7856 -0.6% | |
| 9866.HK (NIO CLASS A INC) | 1,229,290 | HKD 6,103,895 -1.0% | HKD 4.96538 -1.0% | |
| PAH3.DE (Porsche Automobil Holding SE) | 112,134 | EUR 5,247,182 -0.2% | EUR 46.7939 -0.2% | |
| 2382.HK (SUNNY OPTICAL TECHNOLOGY LTD) | 516,800 | HKD 4,335,543 0.2% | HKD 8.38921 0.2% | |
| LEA (Lear Corporation) | 35,849 | USD 4,196,484 -0.7% | USD 117.06 -0.7% | |
| GNTX (Gentex Corporation) | 164,625 | USD 3,848,933 | USD 23.38 | |
| 9863.HK (ZHEJIANG LEAPMOTOR TECHNOLOGY LTD) | 485,800 | HKD 3,065,508 0.5% | HKD 6.31023 0.5% | |
| 2018.HK (AAC TECHNOLOGIES HOLDINGS INC) | 540,000 | HKD 2,632,707 -0.5% | HKD 4.87538 -0.5% | |
| ALGM (Allegro Microsystems Inc) | 92,052 | USD 2,526,827 2.6% | USD 27.45 2.6% | |
| VOW.DE (Volkswagen AG) | 20,105 | EUR 2,471,528 -0.5% | EUR 122.931 -0.5% | |
| FR.PA (Valeo SE) | 160,792 | EUR 2,132,832 -1.6% | EUR 13.2645 -1.6% | |
| FRVIA.PA (Forvia SE) | 124,932 | EUR 1,938,876 -0.9% | EUR 15.5195 -0.9% | |
| VC (Visteon Corp) | 19,897 | USD 1,928,218 -1.3% | USD 96.91 -1.3% | |
| 6770.T (Alps Alpine Co., Ltd.) | 125,200 | JPY 1,579,510 0.3% | JPY 12.6159 0.3% | |
| VSH (Vishay Intertechnology Inc) | 91,206 | USD 1,364,442 0.2% | USD 14.96 0.2% | |
| BLBD (Blue Bird Corp) | 23,422 | USD 1,217,476 -0.7% | USD 51.98 -0.7% | |
| 601127.SS (SERES (赛力斯)) | 71,000 | CNY 1,210,388 -1.3% | CNY 17.0477 -1.3% | |
| ADNT (Adient PLC) | 60,915 | USD 1,175,050 0.5% | USD 19.29 0.5% | |
| 179.HK (JOHNSON ELECTRIC HOLDINGS LTD) | 299,000 | HKD 1,150,968 -1.2% | HKD 3.84939 -1.2% | |
| DWL.L (Dowlais Group Plc) | 999,944 | GBP 1,127,157 -2.1% | GBP 1.12722 -2.1% | |
| 002594.SZ (BYD Company Limited) | 83,400 | CNY 1,126,704 0.7% | CNY 13.5096 0.7% | |
| LCID (Lucid Group Inc) | 95,273 | USD 1,108,025 -5.4% | USD 11.63 -5.4% | |
| CIE.MC (CIE Automotive SA) | 31,700 | EUR 1,082,476 -1.1% | EUR 34.1475 -1.1% | |
| MELE.BR (Melexis NV) | 15,075 | EUR 1,006,471 0.6% | EUR 66.7642 0.6% | |
| NFI.TO (NFI Group Inc) | 85,651 | CAD 992,041 4.4% | CAD 11.5824 4.4% | |
| 7313.T (TS TECH Co., Ltd.) | 70,800 | JPY 824,167 -0.4% | JPY 11.6408 -0.4% | |
| OPM.PA (Opmobility) | 40,793 | EUR 746,445 -0.9% | EUR 18.2984 -0.9% | |
| MBLY (Mobileye Global Inc. Class A Common Stock) | 72,304 | USD 734,609 -0.7% | USD 10.16 -0.7% | |
| 603799.SS (HUAYOU COBALT (华友钴业)) | 76,500 | CNY 717,479 0.5% | CNY 9.37881 0.5% | |
| 7296.T (F.C.C. Co., Ltd.) | 27,000 | JPY 648,283 -0.4% | JPY 24.0105 -0.4% | |
| 7220.T (Musashi Seimitsu Industry Co., Ltd.) | 35,400 | JPY 601,205 1.2% | JPY 16.9832 1.2% | |
| 011210.KS (HYUNDAI WIA CORP) | 11,979 | KRW 580,404 -1.8% | KRW 48.4518 -1.8% | |
| ELG.DE (Elmos Semiconductor SE) | 5,304 | EUR 578,330 1.9% | EUR 109.037 1.9% | |
| 348370.KQ (Enchem Co., Ltd.) | 11,970 | KRW 517,857 1.5% | KRW 43.2629 1.5% | |
| 002074.SZ (Gotion High-tech Co., Ltd.) | 82,700 | CNY 463,350 2.1% | CNY 5.60278 2.1% | |
| 603893.SS (ROCKCHIP (瑞芯微)) | 18,100 | CNY 452,116 0.0% | CNY 24.9788 0.0% | |
| 002920.SZ (Huizhou Desay SV Automotive Co., Ltd.) | 24,900 | CNY 442,406 -1.2% | CNY 17.7673 -1.2% | |
| CPS (Cooper Stnd) | 12,841 | USD 423,111 -1.2% | USD 32.95 -1.2% | |
| 600741.SS (HASCO (华域汽车)) | 136,100 | CNY 389,414 -0.4% | CNY 2.86123 -0.4% | |
| 5851.T (Ryobi Limited) | 22,000 | JPY 386,994 -0.1% | JPY 17.5906 -0.1% | |
| 603659.SS (PUTAILAI (璞泰来)) | 97,900 | CNY 382,089 2.2% | CNY 3.90285 2.2% | |
| 248070.KS (SOLUM LTD) | 29,240 | KRW 331,030 -0.7% | KRW 11.3211 -0.7% | |
| 600733.SS (BAIC BLUEPARK (北汽蓝谷)) | 255,600 | CNY 298,287 -1.5% | CNY 1.16701 -1.5% | |
| 002340.SZ (GEM Co., Ltd.) | 235,200 | CNY 264,091 1.0% | CNY 1.12284 1.0% | |
| 018880.KS (HANON SYSTEMS) | 129,660 | KRW 263,435 -2.7% | KRW 2.03174 -2.7% | |
| 603160.SS (GOODIX (汇顶科技)) | 21,900 | CNY 241,438 -0.4% | CNY 11.0246 -0.4% | |
| 601799.SS (XINGYU CO.,LTD (星宇股份)) | 13,900 | CNY 241,281 -1.6% | CNY 17.3583 -1.6% | |
| 688099.SS (Amlogic (Shanghai) Co.,Ltd.) | 18,127 | CNY 226,550 1.3% | CNY 12.4979 1.3% | |
| 5970.T (G-Tekt Corporation) | 18,100 | JPY 221,982 -1.1% | JPY 12.2642 -1.1% | |
| 710.HK (BOE VARITRONIX LTD) | 268,000 | HKD 180,209 2.4% | HKD 0.672422 2.4% | |
| MVIS (Microvision Inc) | 179,330 | USD 167,046 0.1% | USD 0.931501 0.1% | |
| CHPT (ChargePoint Holdings Inc) | 15,221 | USD 108,678 -2.2% | USD 7.14 -2.2% | |
Note: All information is provided as is without warranty and should be used for indicative purposes only.
You should independently check data before making any investment decision.
This information is derived from third party sources and we cannot guarantee that their data is current, accurate, complete, free from defects etc and we therefore accept no responsibility for how it may be used. We accept no liability.