Q4 2024 Holdings
Filed 2025-02-14 | 12 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | AMERICAN DEP | 722304102 | $365.2M | 3,765,809 | 25.9% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $338.0M | 31,241,548 | 24.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $271.3M | 2,557,398 | 19.3% |
| Atour Lifestyle Holdings LTD(ATAT) | SPONSORED ADS | 04965M106 | $146.1M | 5,431,906 | 10.4% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADS A | 92763W103 | $132.5M | 9,837,776 | 9.4% |
| RLX Technology Inc(RLX) | SPONSORED ADS | 74969N103 | $50.5M | 23,374,885 | 3.6% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $30.6M | 1,690,360 | 2.2% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $30.1M | 1,254,400 | 2.1% |
| Hello Group Inc(MOMO) | ADS | 423403104 | $21.2M | 2,750,093 | 1.5% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $16.7M | 260,097 | 1.2% |
| Lexinfintech Hldgs LTD(LX) | ADR | 528877103 | $4.8M | 824,475 | 0.3% |
| Noah Hldgs LTD(NOAH) | SPON ADS | 65487X102 | $1.6M | 136,733 | 0.1% |