Q2 2025 Holdings
Filed 2025-08-13 | 8 holdings | $235.8M | 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 | $89.8M | 5,056,987 | 38.1% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $72.0M | 4,035,348 | 30.5% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $21.1M | 1,157,662 | 8.9% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $19.1M | 563,960 | 8.1% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $13.2M | 245,498 | 5.6% |
| Qifu Technology Inc(QFIN) | AMERICAN DEP | 88557W101 | $11.3M | 260,849 | 4.8% |
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $8.9M | 275,000 | 3.8% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $295.9K | 28,955 | 0.1% |