Q2 2025 Holdings
Filed 2025-08-11 | 7 holdings | $153.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| New Oriental ED & Technology(N1UA) | ADR | 647581206 | $54.8M | 1,016,471 | 35.7% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $33.6M | 2,847,336 | 21.9% |
| Amer Sports Inc(AS) | COM SHS | G0260P102 | $31.2M | 805,842 | 20.3% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $16.7M | 936,436 | 10.9% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $7.7M | 285,428 | 5.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $4.8M | 33,665 | 3.1% |
| Lexinfintech Hldgs LTD(LX) | ADR | 528877103 | $4.7M | 653,131 | 3.1% |