Q3 2025 Holdings
Filed 2025-11-12 | 8 holdings | $901.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $239.0K | 18,429,584 | 26.5% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $201.6K | 33,481,515 | 22.4% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $195.1K | 1,091,741 | 21.6% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $143.6K | 6,149,000 | 15.9% |
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $41.7K | 1,109,593 | 4.6% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $41.3K | 1,056,294 | 4.6% |
| Miniso Group Hldg LTD(MNSO) | SPONSORED ADS | 66981J102 | $35.6K | 1,583,302 | 4.0% |
| Yuanbao Inc(YB) | SPONSORED ADS | 987910106 | $3.6K | 182,500 | 0.4% |