Q1 2025 Holdings
Filed 2025-05-15 | 10 holdings | $277.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $114.8M | 8,691,479 | 41.4% |
| Qifu Technology Inc(QFIN) | AMERICAN DEP | 88557W101 | $42.4M | 943,227 | 15.3% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $36.6M | 280,654 | 13.2% |
| Joyy Inc(JOYY) | ADS REPSTG COM A | 46591M109 | $23.2M | 552,114 | 8.3% |
| Lufax Holding LTD(LU) | SPONSORED ADR | 54975P201 | $20.1M | 6,757,978 | 7.2% |
| Noah Hldgs LTD(NOAH) | SPON ADS | 65487X102 | $17.8M | 1,880,865 | 6.4% |
| Amer Sports Inc(AS) | COM SHS | G0260P102 | $8.3M | 311,110 | 3.0% |
| Hello Group Inc(MOMO) | ADS | 423403104 | $6.3M | 993,408 | 2.3% |
| Atrenew Inc(RERE) | SPONSORED ADS | 00138L108 | $6.1M | 2,069,435 | 2.2% |
| Mobileye Global Inc(MBLY) | COMMON CLASS A | 60741F104 | $2.1M | 147,821 | 0.8% |