"KARS Holdings","As of 2026-01-13","Holdings Are Subject To Change"
Rank,"Company Name","% of Net Assets",Ticker,Identifier,"Shares Held","Market Value($)"
1,"ALBEMARLE CORP",4.92,ALB,US0126531013,"22,510","3,981,569"
2,"Panasonic Holdings Corporation",4.55,6752,JP3866800000,"272,000","3,680,347"
3,"STMICROELECTRONICS NV",4.33,STMPA,NL0000226223,"121,494","3,500,579"
4,"TESLA INC",4.03,TSLA,US88160R1014,"7,285","3,257,852"
5,"BAYERISCHE MOTOREN WERKE AG",3.86,BMW,DE0005190003,"30,316","3,124,494"
6,"BYD CO LTD -A",3.85,002594,CNE100001526,"223,200","3,111,664"
7,"XIAOMI CORP-CLASS B",3.59,1810,KYG9830T1067,"596,000","2,901,894"
8,"CONTEMPORARY AMPEREX TECHN-A",3.49,300750,CNE100003662,"54,820","2,822,997"
9,"CMOC GROUP LTD-A",3.48,603993,CNE100001NR0,"860,100","2,812,941"
10,"RIVIAN AUTOMOTIVE INC-A",2.93,RIVN,US76954A1034,"125,809","2,371,500"
11,"Lynas Rare Earths Limited",2.36,LYC,AU000000LYC6,"189,718","1,910,577"
12,"SAMSUNG SDI CO LTD",2.35,006400,KR7006400006,"9,348","1,902,707"
13,"HORIZON ROBOTICS INC",2.34,9660,KYG4602S1057,"1,574,400","1,897,244"
14,"GEELY AUTOMOBILE HOLDINGS LT",2.33,175,KYG3777B1032,"855,000","1,881,988"
15,"MP MATERIALS CORP",2.32,MP,US5533681012,"29,431","1,878,286"
16,"PLS GROUP LTD",2.26,PLS,AU000000PLS0,"563,096","1,829,994"
17,"XPENG INC - CLASS A SHARES",2.22,9868,KYG982AW1003,"170,700","1,796,623"
18,"LI AUTO INC-CLASS A",2.16,2015,KYG5479M1050,"209,400","1,746,242"
19,"SERES GROUP CO L-A",1.97,601127,CNE1000028B9,"90,400","1,591,072"
20,"NIO INC-CLASS A",1.86,9866,KYG6525F1028,"312,000","1,508,713"
21,"LG ENERGY SOLUTION",1.73,373220,KR7373220003,"5,240","1,400,746"
22,"AURORA INNOVATION INC",1.68,AUR,US0517741072,"296,088","1,359,044"
23,SQM/B,1.65,SQM/B,CLP8716X1082,"16,389","1,336,922"
24,"ZHEJIANG HUAYOU COBALT CO -A",1.41,603799,CNE100001VW3,"106,163","1,144,251"
25,"Dr Ing hc F Porsche AG",1.37,P911,DE000PAG9113,"21,856","1,104,641"
26,"EVE ENERGY CO LTD-A",1.33,300014,CNE100000GS4,"112,560","1,075,798"
27,"ECOPRO BM CO LTD",1.30,247540,KR7247540008,"9,972","1,053,423"
28,"MINERAL RESOURCES LTD",1.22,MIN,AU000000MIN4,"24,324","984,060"
29,"SAIC MOTOR CORP LTD-A",1.17,600104,CNE000000TY6,"426,100","946,760"
30,"GANFENG LITHIUM GROUP CO L-A",1.11,002460,CNE100000SF6,"88,757","901,390"
31,"ZHEJIANG LEAPMOTOR TECHNOL-H",1.09,9863,CNE100005K77,"140,600","878,159"
32,UMICORE,1.04,UMI,BE0974320526,"36,828","840,569"
33,"POSCO FUTURE M CO LTD",1.04,003670,KR7003670007,"6,300","837,777"
34,"IGO LTD",1.03,IGO,AU000000IGO4,"136,733","836,615"
35,"CHONGQING CHANGAN AUTOMOB-A",0.95,000625,CNE000000R36,"455,200","771,786"
36,"NIDEC CORP",0.94,6594,JP3734800000,"57,800","757,526"
37,"TIANQI LITHIUM CORP-A",0.91,002466,CNE100000T32,"82,100","734,389"
38,Cash,0.85,,–,"687,482","687,482"
39,"WUXI LEAD INTELLIGENT EQUI-A",0.85,300450,CNE100001ZF9,"86,100","687,298"
40,"HUIZHOU DESAY SV AUTOMOTIV-A",0.81,002920,CNE1000033C7,"33,100","655,310"
41,"GUANGZHOU TINCI MATERIALS -A",0.80,002709,CNE100001RG4,"104,094","650,266"
42,"XIAMEN TUNGSTEN CO LTD-A",0.76,600549,CNE000001D15,"87,551","615,744"
43,"HESAI GROUP",0.74,HSAI,US4280501085,"22,768","599,937"
44,"GOTION HIGH-TECH CO LTD-A",0.70,002074,CNE000001NY7,"99,089","562,856"
45,"PONY AI INC",0.63,PONY,US7329081084,"32,607","512,582"
46,"AMBARELLA INC",0.63,AMBA,KYG037AX1015,"7,706","505,822"
47,"PLUG POWER INC",0.62,PLUG,US72919P2020,"218,662","498,549"
48,"SHANGHAI PUTAILAI NEW ENERGY",0.55,603659,CNE100002TX3,"116,799","446,994"
49,"VOLVO CAR AB-B",0.50,VOLCARB,SE0021628898,"115,595","405,078"
50,"YUNNAN ENERGY NEW MATERIAL-A",0.49,002812,CNE100002BR3,"52,800","400,197"
51,"CNGR ADVANCED MATERIAL CO -A",0.49,300919,CNE1000049X9,"52,070","394,290"
52,"ANEKA TAMBANG TBK",0.47,ANTM,ID1000106602,"1,666,700","383,445"
53,"SHENZHEN KEDALI INDUSTRY C-A",0.46,002850,CNE100002JW6,"16,136","374,222"
54,"L&F CO LTD",0.46,066970,KR7066970005,"4,678","372,298"
55,"HUNAN YUNENG NEW ENERGY BA-A",0.46,301358,CNE100005YS6,"42,200","369,794"
56,"BAIC BLUEPARK NEW ENERGY  -A",0.45,600733,CNE000000LP1,"305,100","367,619"
57,"GEM CO LTD-A",0.44,002340,CNE100000KT4,"286,940","358,909"
58,"YADEA GROUP HOLDINGS LTD",0.43,1585,KYG9830F1063,"220,000","347,185"
59,"WERIDE INC-ADR",0.43,WRD,US9509151083,"39,063","344,145"
60,"ROBOSENSE TECHNOLOGY CO LTD",0.40,2498,KYG7611S1075,"68,300","327,646"
61,"MOBILEYE GLOBAL INC-A",0.40,MBLY,US60741F1049,"30,275","325,456"
62,"CALB GROUP CO LTD-H",0.35,3931,CNE100005LL8,"77,000","285,673"
63,"CHENGXIN LITHIUM GROUP CO-A",0.34,002240,CNE100000BN6,"51,200","275,482"
64,"LUCID GROUP INC",0.34,LCID,US5494981039,"25,095","274,534"
65,"BEIJING EASPRING MATERIAL-A",0.32,300073,CNE100000NN1,"29,900","255,277"
66,"QINGDAO TGOOD ELECTRIC-A",0.30,300001,CNE100000H69,"58,200","240,349"
67,"NINGBO SHANSHAN CO LTD-A",0.29,600884,CNE000000JJ8,"122,900","233,056"
68,"GUANGZHOU AUTOMOBILE GROUP-H",0.28,2238,CNE100000Q35,"456,000","228,571"
69,"ZHONGSHAN BROAD OCEAN MOTO-A",0.26,002249,CNE100000C07,"136,300","211,935"
70,"CHINA BAOAN GROUP-A",0.25,000009,CNE000000222,"142,507","205,642"
71,"NAVINFO CO LTD-A",0.25,002405,CNE100000P69,"131,600","200,285"
72,"SHENZHEN SENIOR TECHNOLOGY-A",0.20,300568,CNE100002DP3,"74,700","161,906"
73,"FARASIS ENERGY GAN ZHOU CO-A",0.19,688567,CNE1000041T4,"68,161","156,435"
74,"SOLID POWER INC",0.19,SLDP,US83422N1054,"27,542","154,235"
75,"BALLARD POWER SYSTEMS INC",0.17,BLDP,CA0585861085,"49,299","137,104"
76,"MICROVAST HOLDINGS INC",0.16,MVST,US59516C1062,"39,384","129,180"
77,"EVGO INC",0.09,EVGO,US30052F1003,"24,553","72,922"
78,"CHILEAN PESO",0.03,,–,"21,765,639","24,575"
79,EURO,0.00,,–,185,215
80,"AUSTRALIAN DOLLAR",0.00,,–,301,201
81,"CANADIAN DOLLAR",0.00,,–,4,3
82,"JAPANESE YEN",0.00,,–,90,1
83,"HONG KONG DOLLAR",0.00,,–,1,0
84,"SWEDISH KRONE",0.00,,–,-451,-49