"KARS Holdings","As of 2026-01-30","Holdings Are Subject To Change"
Rank,"Company Name","% of Net Assets",Ticker,Identifier,"Shares Held","Market Value($)"
1,"ALBEMARLE CORP",4.85,ALB,US0126531013,"21,606","3,686,632"
2,"Panasonic Holdings Corporation",4.71,6752,JP3866800000,"261,000","3,581,855"
3,"STMICROELECTRONICS NV",4.35,STMPA,NL0000226223,"116,608","3,306,469"
4,"BAYERISCHE MOTOREN WERKE AG",3.98,BMW,DE0005190003,"29,098","3,026,181"
5,"TESLA INC",3.96,TSLA,US88160R1014,"6,993","3,009,857"
6,"CMOC GROUP LTD-A",3.88,603993,CNE100001NR0,"842,800","2,949,855"
7,"BYD CO LTD -A",3.68,002594,CNE100001526,"214,200","2,800,719"
8,"CONTEMPORARY AMPEREX TECHN-A",3.48,300750,CNE100003662,"52,620","2,649,432"
9,"XIAOMI CORP-CLASS B",3.42,1810,KYG9830T1067,"572,000","2,600,100"
10,"SAMSUNG SDI CO LTD",3.20,006400,KR7006400006,"8,974","2,431,471"
11,"Lynas Rare Earths Limited",2.50,LYC,AU000000LYC6,"182,086","1,900,649"
12,"RIVIAN AUTOMOTIVE INC-A",2.34,RIVN,US76954A1034,"120,749","1,781,048"
13,"LI AUTO INC-CLASS A",2.23,2015,KYG5479M1050,"201,000","1,697,370"
14,"GEELY AUTOMOBILE HOLDINGS LT",2.21,175,KYG3777B1032,"815,000","1,679,111"
15,"MP MATERIALS CORP",2.18,MP,US5533681012,"28,247","1,660,076"
16,"PLS GROUP LTD",2.14,PLS,AU000000PLS0,"540,438","1,624,210"
17,"HORIZON ROBOTICS INC",2.09,9660,KYG4602S1057,"1,510,800","1,592,108"
18,"ECOPRO BM CO LTD",2.03,247540,KR7247540008,"9,572","1,542,798"
19,"XPENG INC - CLASS A SHARES",1.98,9868,KYG982AW1003,"163,900","1,503,699"
20,"NIO INC-CLASS A",1.95,9866,KYG6525F1028,"299,440","1,480,770"
21,"LG ENERGY SOLUTION",1.83,373220,KR7373220003,"5,030","1,390,816"
22,"SERES GROUP CO L-A",1.71,601127,CNE1000028B9,"86,800","1,299,759"
23,SQM/B,1.62,SQM/B,CLP8716X1082,"15,731","1,233,718"
24,"AURORA INNOVATION INC",1.57,AUR,US0517741072,"284,176","1,193,539"
25,"ZHEJIANG HUAYOU COBALT CO -A",1.39,603799,CNE100001VW3,"101,963","1,056,110"
26,"Dr Ing hc F Porsche AG",1.35,P911,DE000PAG9113,"20,978","1,028,461"
27,"EVE ENERGY CO LTD-A",1.30,300014,CNE100000GS4,"107,960","990,717"
28,"POSCO FUTURE M CO LTD",1.23,003670,KR7003670007,"6,048","939,091"
29,"MINERAL RESOURCES LTD",1.23,MIN,AU000000MIN4,"23,346","934,690"
30,UMICORE,1.11,UMI,BE0974320526,"35,348","845,244"
31,"GANFENG LITHIUM GROUP CO L-A",1.10,002460,CNE100000SF6,"85,157","840,385"
32,"SAIC MOTOR CORP LTD-A",1.09,600104,CNE000000TY6,"408,900","831,765"
33,"NIDEC CORP",1.04,6594,JP3734800000,"55,400","792,249"
34,"IGO LTD",1.01,IGO,AU000000IGO4,"131,233","764,901"
35,"ZHEJIANG LEAPMOTOR TECHNOL-H",0.96,9863,CNE100005K77,"135,000","733,280"
36,"CHONGQING CHANGAN AUTOMOB-A",0.92,000625,CNE000000R36,"436,800","698,749"
37,"WUXI LEAD INTELLIGENT EQUI-A",0.90,300450,CNE100001ZF9,"82,700","686,579"
38,"XIAMEN TUNGSTEN CO LTD-A",0.90,600549,CNE000001D15,"83,951","682,956"
39,"TIANQI LITHIUM CORP-A",0.81,002466,CNE100000T32,"78,900","619,164"
40,"GUANGZHOU TINCI MATERIALS -A",0.77,002709,CNE100001RG4,"99,894","585,025"
41,"HUIZHOU DESAY SV AUTOMOTIV-A",0.73,002920,CNE1000033C7,"31,700","557,724"
42,"HESAI GROUP",0.69,HSAI,US4280501085,"21,854","521,655"
43,"GOTION HIGH-TECH CO LTD-A",0.68,002074,CNE000001NY7,"95,089","519,540"
44,"AMBARELLA INC",0.62,AMBA,KYG037AX1015,"7,396","473,640"
45,"SHANGHAI PUTAILAI NEW ENERGY",0.59,603659,CNE100002TX3,"112,199","447,259"
46,"PLUG POWER INC",0.58,PLUG,US72919P2020,"209,866","443,867"
47,"PONY AI INC",0.57,PONY,US7329081084,"31,297","434,402"
48,"CHINESE YUAN RENMINBI",0.53,,–,"2,791,977","401,648"
49,"ANEKA TAMBANG TBK",0.53,ANTM,ID1000106602,"1,599,700","401,235"
50,"CNGR ADVANCED MATERIAL CO -A",0.52,300919,CNE1000049X9,"50,070","394,507"
51,"L&F CO LTD",0.52,066970,KR7066970005,"4,490","393,975"
52,"VOLVO CAR AB-B",0.49,VOLCARB,SE0021628898,"110,945","372,981"
53,"YUNNAN ENERGY NEW MATERIAL-A",0.49,002812,CNE100002BR3,"50,600","371,167"
54,"HUNAN YUNENG NEW ENERGY BA-A",0.48,301358,CNE100005YS6,"40,400","365,450"
55,"GEM CO LTD-A",0.47,002340,CNE100000KT4,"275,340","354,904"
56,"SHENZHEN KEDALI INDUSTRY C-A",0.45,002850,CNE100002JW6,"15,536","345,304"
57,"BAIC BLUEPARK NEW ENERGY  -A",0.45,600733,CNE000000LP1,"292,900","339,195"
58,"WERIDE INC-ADR",0.39,WRD,US9509151083,"37,493","300,319"
59,"YADEA GROUP HOLDINGS LTD",0.39,1585,KYG9830F1063,"212,000","299,689"
60,"ROBOSENSE TECHNOLOGY CO LTD",0.38,2498,KYG7611S1075,"65,500","285,997"
61,"LUCID GROUP INC",0.35,LCID,US5494981039,"24,087","266,638"
62,"MOBILEYE GLOBAL INC-A",0.34,MBLY,US60741F1049,"29,057","260,932"
63,"CHENGXIN LITHIUM GROUP CO-A",0.33,002240,CNE100000BN6,"49,200","251,616"
64,"BEIJING EASPRING MATERIAL-A",0.31,300073,CNE100000NN1,"28,700","236,163"
65,Cash,0.31,,–,"233,269","233,269"
66,"CALB GROUP CO LTD-H",0.31,3931,CNE100005LL8,"73,800","232,843"
67,"NINGBO SHANSHAN CO LTD-A",0.29,600884,CNE000000JJ8,"117,900","218,286"
68,"QINGDAO TGOOD ELECTRIC-A",0.29,300001,CNE100000H69,"56,000","217,030"
69,"GUANGZHOU AUTOMOBILE GROUP-H",0.27,2238,CNE100000Q35,"436,000","204,889"
70,"ZHONGSHAN BROAD OCEAN MOTO-A",0.26,002249,CNE100000C07,"130,900","199,609"
71,"NAVINFO CO LTD-A",0.25,002405,CNE100000P69,"126,400","192,201"
72,"CHINA BAOAN GROUP-A",0.25,000009,CNE000000222,"136,707","188,994"
73,"SHENZHEN SENIOR TECHNOLOGY-A",0.19,300568,CNE100002DP3,"71,700","142,651"
74,"FARASIS ENERGY GAN ZHOU CO-A",0.18,688567,CNE1000041T4,"65,419","136,837"
75,"SOLID POWER INC",0.16,SLDP,US83422N1054,"26,436","118,433"
76,"BALLARD POWER SYSTEMS INC",0.15,BLDP,CA0585861085,"47,323","111,480"
77,"MICROVAST HOLDINGS INC",0.13,MVST,US59516C1062,"37,800","99,036"
78,"EVGO INC",0.09,EVGO,US30052F1003,"23,567","70,937"
79,"AUSTRALIAN DOLLAR",0.00,,–,301,211
80,"CANADIAN DOLLAR",0.00,,–,4,3
81,"JAPANESE YEN",0.00,,–,90,1
82,"HONG KONG DOLLAR",0.00,,–,1,0
83,"SWEDISH KRONE",0.00,,–,-451,-51
84,EURO,0.00,,–,-190,-226