Q3 2025 Holdings
Filed 2025-11-14 | 8 holdings | $2.6B | 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 | $890.3M | 68,645,580 | 34.4% |
| PDD Holdings Inc(PDD) | AMERICAN DEP | 722304102 | $815.3M | 6,168,721 | 31.5% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $496.0M | 9,346,501 | 19.2% |
| Atour Lifestyle Holdings LTD(ATAT) | SPONSORED ADS | 04965M106 | $213.1M | 5,668,822 | 8.2% |
| RLX Technology Inc(RLX) | SPONSORED ADS | 74969N103 | $165.3M | 62,864,424 | 6.4% |
| AXT Inc(AXTI) | COM | 00246W103 | $7.8M | 1,730,156 | 0.3% |
| Noah Hldgs LTD(NOAH) | SPON ADS | 65487X102 | $2.0M | 175,328 | 0.1% |
| Agora Inc(API) | ADS | 00851L103 | $37.8K | 9,900 | 0.0% |