Instuitional Investor - Headwater Capital Co Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Taiwan Semiconductor Mfg Co Ltd	TSM	312,000	$87,138,480	21.32%
2.	Alphabet Inc.	GOOGL	333,000	$81,102,150	19.84%
3.	Meta Platforms Inc.	META	50,000	$36,719,000	8.98%
4.	Trip.com Group Limited	TCOM	370,000	$27,824,000	6.81%
5.	Amazon Com Inc	AMZN	100,000	$21,957,000	5.37%