| As of Date | 09/23/2026 |
| Registration | SEC, Approved, 07/26/2013 |
| ADV Location | TAIPEI, Taiwan, Republic of China |
| Contact Info | 886 xxxxxxx |
| Websites |
| AUM* | 3,513,362,014 -25% |
| of that, discretionary | 0 |
| Number of Employees | 40 |
| of those in investment advisory functions | 16 23% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,756,681,007 9% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker68389X105 | Stock NameORACLE CORP | $ Position$27,380,083 | % Position27.00% | $ Change | # Change |
| Stck Ticker01609W102 | Stock NameALIBABA GROUP HLDG LTD | $ Position$20,425,983 | % Position20.00% | $ Change9.00% | # Change43.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$15,088,986 | % Position15.00% | $ Change59.00% | # Change38.00% |
| Stck Ticker84615Q103 | Stock NameSPACE EXPLORATION TECHN CORP | $ Position$12,936,152 | % Position13.00% | $ Change | # Change |
| Stck Ticker47215PAJ5 | Stock NameJD.COM INC | $ Position$8,849,070 | % Position9.00% | $ Change-58.00% | # Change-57.00% |
| Stck Ticker775133101 | Stock NameROGERS CORP | $ Position$8,769,869 | % Position9.00% | $ Change53.00% | # Change0.00% |
| Stck Ticker48553T106 | Stock NameKANZHUN LIMITED | $ Position$3,815,234 | % Position4.00% | $ Change-4.00% | # Change0.00% |
| Stck Ticker74347Y730 | Stock NamePROSHARES TR II | $ Position$4,158,469 | % Position4.00% | $ Change36.00% | # Change120.00% |
| Stck Ticker86800UAB0 | Stock NameSUPER MICRO COMPUTER INC | $ Position$926,260 | % Position1.00% | $ Change17.00% | # Change0.00% |
| Stck Ticker722304102 | Stock NamePDD HOLDINGS INC | $ Position$760,740 | % Position1.00% | $ Change | # Change |