Q2 2025 Holdings
Filed 2025-08-12 | 7 holdings | $929.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $295.7K | 1,848,541 | 31.8% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $222.1K | 18,809,184 | 23.9% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $156.9K | 31,188,515 | 16.9% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $109.7K | 6,149,000 | 11.8% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $103.0K | 3,035,416 | 11.1% |
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $40.0K | 1,229,893 | 4.3% |
| Yuanbao Inc(YB) | SPONSORED ADS | 987910106 | $2.0K | 96,086 | 0.2% |