Q3 2025 Holdings
Filed 2025-11-13 | 5 holdings | $566.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Atour Lifestyle Hldgs LTD(ATAT) | SPONSORED ADS | 04965M106 | $320.4M | 8,524,608 | 56.5% |
| Qfin Holdings Inc(QFIN) | AMERICAN DEP | 88557W101 | $144.2M | 5,010,933 | 25.4% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $65.2M | 5,024,072 | 11.5% |
| Joyy Inc(JOYY) | ADS REPSTG COM A | 46591M109 | $34.1M | 581,154 | 6.0% |
| Yalla Group LTD(YALA) | ADS | 98459U103 | $2.9M | 382,976 | 0.5% |