"KARSLN Holdings","As of 2026-01-21","Holdings Are Subject To Change"
Rank,"Company Name","% of Net Assets",Ticker,Identifier,"Shares Held","Market Value($)"
1,"Panasonic Holdings Corporation",4.90,6752,JP3866800000,"18,300","262,213"
2,"STMICROELECTRONICS NV",4.55,STMPA,NL0000226223,"8,589","243,634"
3,"TESLA INC",3.96,TSLA,US88160R1014,491,"211,837"
4,"BAYERISCHE MOTOREN WERKE AG",3.87,BMW,DE0005190003,"2,040","207,068"
5,"BYD CO LTD -A",3.79,002594,CNE100001526,"15,000","202,837"
6,"CMOC GROUP LTD-A",3.72,603993,CNE100001NR0,"59,700","199,292"
7,"XIAOMI CORP-CLASS B",3.50,1810,KYG9830T1067,"41,200","187,150"
8,"CONTEMPORARY AMPEREX TECHN-A",3.49,300750,CNE100003662,"3,720","187,000"
9,"NIO INC-CLASS A",2.76,9866,KYG6525F1028,"31,750","147,481"
10,"Lynas Rare Earths Limited",2.71,LYC,AU000000LYC6,"13,169","145,064"
11,"RIVIAN AUTOMOTIVE INC-A",2.61,RIVN,US76954A1034,"8,467","139,451"
12,"SAMSUNG SDI CO LTD",2.59,006400,KR7006400006,629,"138,486"
13,"PLS GROUP LTD",2.49,PLS,AU000000PLS0,"39,808","133,412"
14,"HORIZON ROBOTICS INC",2.47,9660,KYG4602S1057,"111,000","132,246"
15,"MP MATERIALS CORP",2.44,MP,US5533681012,"2,017","130,399"
16,"GEELY AUTOMOBILE HOLDINGS LT",2.33,175,KYG3777B1032,"58,000","124,591"
17,"XPENG INC - CLASS A SHARES",2.18,9868,KYG982AW1003,"11,500","116,954"
18,"LI AUTO INC-CLASS A",2.13,2015,KYG5479M1050,"14,100","113,831"
19,"SERES GROUP CO L-A",2.00,601127,CNE1000028B9,"6,300","107,073"
20,"LG ENERGY SOLUTION",1.86,373220,KR7373220003,371,"99,456"
21,"AURORA INNOVATION INC",1.83,AUR,US0517741072,"20,975","97,744"
22,SQM/B,1.76,SQM/B,CLP8716X1082,"1,159","94,458"
23,"ZHEJIANG HUAYOU COBALT CO -A",1.53,603799,CNE100001VW3,"7,570","82,131"
24,"EVE ENERGY CO LTD-A",1.44,300014,CNE100000GS4,"8,000","76,841"
25,"ECOPRO BM CO LTD",1.43,247540,KR7247540008,705,"76,699"
26,"Dr Ing hc F Porsche AG",1.40,P911,DE000PAG9113,"1,546","75,152"
27,"MINERAL RESOURCES LTD",1.27,MIN,AU000000MIN4,"1,637","68,218"
28,"SAIC MOTOR CORP LTD-A",1.22,600104,CNE000000TY6,"30,100","65,401"
29,"GANFENG LITHIUM GROUP CO L-A",1.20,002460,CNE100000SF6,"6,360","64,306"
30,"POSCO FUTURE M CO LTD",1.14,003670,KR7003670007,446,"60,766"
31,"IGO LTD",1.13,IGO,AU000000IGO4,"9,667","60,280"
32,UMICORE,1.12,UMI,BE0974320526,"2,604","60,030"
33,"ZHEJIANG LEAPMOTOR TECHNOL-H",1.08,9863,CNE100005K77,"10,000","57,865"
34,"NIDEC CORP",1.03,6594,JP3734800000,"3,800","55,145"
35,"CHONGQING CHANGAN AUTOMOB-A",1.00,000625,CNE000000R36,"32,100","53,601"
36,"XIAMEN TUNGSTEN CO LTD-A",0.98,600549,CNE000001D15,"6,200","52,567"
37,"WUXI LEAD INTELLIGENT EQUI-A",0.96,300450,CNE100001ZF9,"6,100","51,640"
38,"TIANQI LITHIUM CORP-A",0.96,002466,CNE100000T32,"5,800","51,200"
39,"HESAI GROUP",0.87,HSAI,US4280501085,"1,609","46,323"
40,"GUANGZHOU TINCI MATERIALS -A",0.86,002709,CNE100001RG4,"7,400","46,226"
41,"HUIZHOU DESAY SV AUTOMOTIV-A",0.82,002920,CNE1000033C7,"2,300","43,632"
42,"GOTION HIGH-TECH CO LTD-A",0.77,002074,CNE000001NY7,"7,100","41,301"
43,"AMBARELLA INC",0.70,AMBA,KYG037AX1015,544,"37,302"
44,"PONY AI INC",0.68,PONY,US7329081084,"2,306","36,158"
45,"SHANGHAI PUTAILAI NEW ENERGY",0.65,603659,CNE100002TX3,"8,250","34,867"
46,"PLUG POWER INC",0.64,PLUG,US72919P2020,"15,457","34,315"
47,"ANEKA TAMBANG TBK",0.55,ANTM,ID1000106602,"117,800","29,702"
48,"HUNAN YUNENG NEW ENERGY BA-A",0.55,301358,CNE100005YS6,"3,000","29,320"
49,"SHENZHEN KEDALI INDUSTRY C-A",0.55,002850,CNE100002JW6,"1,200","29,177"
50,"CNGR ADVANCED MATERIAL CO -A",0.54,300919,CNE1000049X9,"3,760","29,129"
51,"YUNNAN ENERGY NEW MATERIAL-A",0.53,002812,CNE100002BR3,"3,800","28,325"
52,"VOLVO CAR AB-B",0.52,VOLCARB,SE0021628898,"8,173","27,847"
53,"GEM CO LTD-A",0.50,002340,CNE100000KT4,"20,300","26,692"
54,"BAIC BLUEPARK NEW ENERGY  -A",0.48,600733,CNE000000LP1,"21,600","25,825"
55,"L&F CO LTD",0.47,066970,KR7066970005,331,"25,102"
56,"WERIDE INC-ADR",0.46,WRD,US9509151083,"2,764","24,434"
57,"YADEA GROUP HOLDINGS LTD",0.46,1585,KYG9830F1063,"16,000","24,398"
58,"ROBOSENSE TECHNOLOGY CO LTD",0.44,2498,KYG7611S1075,"4,800","23,749"
59,"MOBILEYE GLOBAL INC-A",0.43,MBLY,US60741F1049,"2,140","23,283"
60,Cash,0.40,,–,"21,501","21,501"
61,"LUCID GROUP INC",0.38,LCID,US5494981039,"1,774","20,348"
62,"CHENGXIN LITHIUM GROUP CO-A",0.37,002240,CNE100000BN6,"3,700","19,848"
63,"BEIJING EASPRING MATERIAL-A",0.36,300073,CNE100000NN1,"2,200","19,494"
64,"CALB GROUP CO LTD-H",0.36,3931,CNE100005LL8,"5,400","19,474"
65,"QINGDAO TGOOD ELECTRIC-A",0.33,300001,CNE100000H69,"4,200","17,551"
66,"NINGBO SHANSHAN CO LTD-A",0.32,600884,CNE000000JJ8,"8,700","17,378"
67,"GUANGZHOU AUTOMOBILE GROUP-H",0.31,2238,CNE100000Q35,"34,000","16,831"
68,"ZHONGSHAN BROAD OCEAN MOTO-A",0.30,002249,CNE100000C07,"9,700","16,197"
69,"CHINA BAOAN GROUP-A",0.28,000009,CNE000000222,"10,100","14,775"
70,"NAVINFO CO LTD-A",0.25,002405,CNE100000P69,"9,300","13,605"
71,"SHENZHEN SENIOR TECHNOLOGY-A",0.21,300568,CNE100002DP3,"5,300","11,318"
72,"FARASIS ENERGY GAN ZHOU CO-A",0.20,688567,CNE1000041T4,"4,819","10,893"
73,"SOLID POWER INC",0.19,SLDP,US83422N1054,"1,950","10,257"
74,"BALLARD POWER SYSTEMS INC",0.17,BLDP,CA0585861085,"3,440","9,050"
75,"MICROVAST HOLDINGS INC",0.15,MVST,US59516C1062,"2,800","8,120"
76,"EVGO INC",0.10,EVGO,US30052F1003,"1,735","5,361"
77,EURO,0.00,,–,21,24
78,"AUSTRALIAN DOLLAR",0.00,,–,9,6
79,"HONG KONG DOLLAR",0.00,,–,25,3
80,"SWEDISH KRONE",0.00,,–,0,0
81,"JAPANESE YEN",0.00,,–,-32,0