Ivy Rock Asset Management (Hk) LTD Portfolio Holdings by Sector

Ivy Rock Asset Management (Hk) LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical PDD BABA RERE 3 stocks	$90,546 47.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM VLN 2 stocks	$22,531 11.7% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$19,701 10.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Solar \| Technology CSIQ 1 stocks	$15,440 8.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare LEGN SMMT 2 stocks	$11,663 6.05% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Application \| Technology YMM ANSS ZETA 3 stocks	$11,622 6.03% of portfolio	1	1	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials BZ 1 stocks	$8,031 4.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive EDU 1 stocks	$6,931 3.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HTHT 1 stocks	$4,122 2.14% of portfolio	-	-	-	-	0 Calls 0 Puts
ETFs \| ETFs GLD 1 stocks	$581 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$459 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical MNSO 1 stocks	$382 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$266 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services FUTU 1 stocks	$223 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services IQ 1 stocks	$120 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts

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