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CIK 0001842785 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| HELLO GROUP INC | ADS | $7.4M | 1.0%Prev: 1.1% | 875,154 SH | Increased |
| JD.COM INC | SPON ADR CL A | $211.9M | 27.6%Prev: 34.7% | 6,491,682 SH | Increased+950,127 SH |
| KANZHUN LIMITED | SPONSORED ADS | $163.2M | 21.3%Prev: 29.7% | 9,149,305 SH | Increased-1,331,480 SH |
| KE HLDGS INC | SPONSORED ADS | $66.1M | 8.6%Prev: 8.1% | 3,727,735 SH | Increased+1,157,899 SH |
| PDD HOLDINGS INC | NOTE 12/0 | $2.4M | 0.3% | 2,500,000 PRN | New |
| SEA LTD | SPONSORED ADS | $122.6M | 16.0% | 766,319 SH | New |
| TAL EDUCATION GROUP | SPONSORED ADS | $71.6M | 9.3%Prev: 26.4% | 7,007,165 SH | Decreased-3,990,000 SH |
| TRIP COM GROUP LTD | ADS | $121.1M | 15.8% | 2,065,890 SH | New |
| 13F-HR |
| 0001842785-26-000005 |
| $547.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001842785-25-000010 | $766.4M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001842785-26-000003 | $472.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001842785-25-000007 | $1.01B | View |