Q3 2025 Holdings
Filed 2025-11-13 | 8 holdings | $394.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $117.6M | 5,035,348 | 29.9% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $97.1M | 5,056,987 | 24.6% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $53.0M | 4,730,377 | 13.4% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $49.8M | 1,274,391 | 12.6% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $34.9M | 656,878 | 8.8% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $26.0M | 1,157,662 | 6.6% |
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $8.1M | 215,000 | 2.1% |
| Qfin Holdings Inc(QFIN) | AMERICAN DEP | 88557W101 | $7.5M | 260,849 | 1.9% |