Q2 2025 Holdings
Filed 2025-08-14 | 8 holdings | $272.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ntes US Equity(NTES) | SPONSORED ADS | 64110W102 | $86.8K | 644,975 | 31.9% |
| PDD US Equity(PDD) | SPONSORED ADS | 722304102 | $53.6K | 512,000 | 19.7% |
| EDU US Equity(N1UA) | SPON ADR | 647581206 | $50.1K | 928,518 | 18.4% |
| Futu US Equity(FUTU) | SPON ADS CL A | 36118L106 | $31.1K | 251,305 | 11.4% |
| Htht US Equity(HTHT) | SPONSORED ADS | 44332N106 | $23.7K | 698,200 | 8.7% |
| YMM US Equity(YMM) | SPONSORED ADS | 35969L108 | $19.9K | 1,684,300 | 7.3% |
| NU US Equity(NU) | ORD SHS CL A | G6683N103 | $4.8K | 350,600 | 1.8% |
| SE US Equity(SE) | SPONSORD ADS | 81141R100 | $2.4K | 15,100 | 0.9% |