Q2 2025 Holdings
Filed 2025-08-12 | 6 holdings | $71.5M | 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 | $17.3M | 1,461,313 | 24.1% |
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $15.0M | 842,219 | 21.0% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $13.6M | 699,768 | 19.1% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $12.2M | 116,721 | 17.1% |
| KE Hldgs Inc(BEKE) | SPONSORED ADS | 482497104 | $9.0M | 508,313 | 12.6% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $4.3M | 80,512 | 6.1% |