Q2 2025 Holdings
Filed 2025-08-14 | 4 holdings | $773.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Qifu Technology Inc(QFIN) | AMERICAN DEP | 88557W101 | $285.3M | 6,580,592 | 36.9% |
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $260.6M | 8,015,341 | 33.7% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $197.9M | 16,758,766 | 25.6% |
| Joyy Inc(JOYY) | ADS REPSTG COM A | 46591M109 | $29.6M | 581,154 | 3.8% |