Q1 2025 Holdings
Filed 2025-05-16 | 7 holdings | $167.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $100.3M | 5,056,987 | 60.0% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $23.0M | 1,200,199 | 13.8% |
| Qifu Technology Inc(QFIN) | AMERICAN DEP | 88557W101 | $15.3M | 340,849 | 9.2% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $11.7M | 245,498 | 7.0% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $8.6M | 463,450 | 5.1% |
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $7.8M | 275,000 | 4.7% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $382.5K | 28,955 | 0.2% |