Q1 2025 Holdings
Filed 2025-05-19 | 8 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings Inc(PDD) | AMERICAN DEP | 722304102 | $456.5M | 3,857,223 | 31.3% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $379.7M | 29,736,802 | 26.1% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $260.9M | 5,456,378 | 17.9% |
| Atour Lifestyle Holdings LTD(ATAT) | SPONSORED ADS | 04965M106 | $142.8M | 5,036,355 | 9.8% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $125.0M | 957,702 | 8.6% |
| RLX Technology Inc(RLX) | SPONSORED ADS | 74969N103 | $77.1M | 41,036,045 | 5.3% |
| Lufax Holding LTD(LU) | SPONSORED ADR | 54975P201 | $13.0M | 4,392,625 | 0.9% |
| Noah Hldgs LTD(NOAH) | SPON ADS | 65487X102 | $1.5M | 163,443 | 0.1% |