Q3 2025 Holdings
Filed 2025-11-13 | 5 holdings | $295.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PDD Holdings IncCall | CALL | 722304902 | $176.4M | 13,350 | 59.7% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $51.9M | 4,000,000 | 17.6% |
| Joyy Inc(JOYY) | ADS REPSTG COM A | 46591M109 | $33.7M | 575,000 | 11.4% |
| Lufax Holding LTD(LU) | SPONSORED ADR | 54975P201 | $17.2M | 4,225,000 | 5.8% |
| Argan Inc(AGX) | COM | 04010E109 | $16.2M | 60,000 | 5.5% |