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CIK 0001965546 • 6 13F filings • May 13, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ATOUR LIFESTYLE HOLDINGS LTD | SPONSORED ADS | $23.5M | 8.7%Prev: 4.3% | 597,500 SH | Increased+405,500 SH |
| DOUYU INTERNATIONAL HOLDINGS LTD | SPONSORED ADS | $7.5M | 2.8% | 1,107,389 SH | New |
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | $8.1M | 3.0%Prev: 19.8% | 755,876 SH | Decreased-1,816,124 SH |
| FUTU HOLDINGS LTD | SPON ADS CL A | $2.2M | 0.8% | 13,400 SH | New |
| H WORLD GROUP LTD | SPONSORED ADS | $25.2M | 9.4%Prev: 18.4% | 536,000 SH | Decreased-257,000 SH |
| HELLO GROUP INC | ADS | $135K | 0.1% | 20,600 SH | New |
| INTEL CORP | COM | $103.9M | 38.6%Prev: 3.8% | 2,816,000 SH | Increased+2,624,000 SH |
| JOYY INC | ADS REPSTG COM A | $21.9M | 8.1%Prev: 8.8% | 338,700 SH | Increased+83,700 SH |
| LEXINFINTECH HOLDINGS LTD | ADR | $1.3M | 0.5%Prev: 11.3% | 394,698 SH | Decreased-3,183,692 SH |
| NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC | SPON ADR | $28.9M | 10.8% | 525,961 SH | New |
| NVIDIA CORP | COM | $28.5M | 10.6%Prev: 16.9% | 153,000 SH | Decreased |
| PDD HOLDINGS INC | SPONSORED ADS | $8.2M | 3.1% | 72,600 SH | New |
| QFIN HOLDINGS INC | AMERICAN DEP | $4.3M | 1.6%Prev: 2.3% | 225,500 SH | Increased+90,500 SH |
| VIPSHOP HOLDINGS LTD | SPONSORED ADS A | $5.2M | 1.9% | 295,789 SH | New |
| 13F-HR |
| 0001965546-26-000005 |
| $626.0M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001965546-25-000004 | $141.5M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001965546-26-000003 | $153.4M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001965546-25-000003 | $297.3M | View |