Q3 2025 Holdings
Filed 2025-11-13 | 13 holdings | $168.9M | 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 | $33.4M | 2,572,000 | 19.8% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $31.0M | 793,000 | 18.4% |
| Nvidia CorpPut | COM | 67066G954 | $28.5M | 153,000 | 16.9% |
| Lexinfintech Holdings LTD(LX) | ADR | 528877103 | $19.1M | 3,578,390 | 11.3% |
| Joyy Inc(JOYY) | ADS REPSTG COM A | 46591M109 | $14.9M | 255,000 | 8.8% |
| Baidu Inc(BIDUN)Call | SPONSORED ADS | 056752108 | $13.8M | 105,000 | 8.2% |
| Douyu International Holdings LTD(DOYU) | SPONSORED ADS A | 25985W204 | $8.3M | 1,107,389 | 4.9% |
| Atour Lifestyle Holdings LTD(ATAT) | SPONSORED ADS | 04965M106 | $7.2M | 192,000 | 4.3% |
| Intel Corp(INTC) | COM | 458140100 | $6.4M | 192,000 | 3.8% |
| Qfin Holdings Inc(QFIN) | AMERICAN DEP | 88557W101 | $3.9M | 135,000 | 2.3% |
| Sprott Inc(SII) | COM NEW | 852066208 | $2.1M | 25,000 | 1.2% |
| Finvolution Group(FINV) | SPONSORED ADS | 31810T101 | $148.0K | 20,080 | 0.1% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $5.7K | 1,700 | 0.0% |