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CIK 0002008306 • 6 13F filings • May 14, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $8.8M | 5.8% | 85,200 SH | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $14.9M | 10.0% | 112,894 SH | |
| AMER SPORTS INC | COM | $14.7M | 9.8% | 550,353 SH | |
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | $3.5M | 2.4% | 125,134 SH | |
| CHINA YUCHAI INTL LTD | Com | $4.0M | 2.7% | 234,771 SH | |
| GDS HLDGS LTD | SPONSORED ADS | $4.8M | 3.2% | 188,137 SH | |
| INTEL CORP | COM | $561K | 0.4% | 1,100,000 SH | |
| LEXINFINTECH HLDGS LTD | SPONSORED ADS | $13.2M | 8.8% | 1,304,556 SH | |
| QIFU TECHNOLOGY INC | AMERICAN DEP | $2.6M | 1.8% | 58,707 SH | |
| REDDIT INC | CL A | $2.0M | 1.4% | 19,350 SH | |
| ROBINHOOD MKTS INC | Com | $2.4M | 1.6% | 56,952 SH | |
| ROOT INC | CL A | $6.2M | 4.1% | 46,315 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $21.9M | 14.6% | 131,796 SH | |
| TAL EDUCATION GROUP | SPONSORED ADS | $26.1M | 17.4% | 1,972,631 SH | |
| TRIP COM GROUP LTD | ADS | $12.7M | 8.5% | 199,744 SH | |
| VNET GROUP INC | SPONSORED ADS | $11.4M | 7.6% | 1,387,383 SH |
| 13F-HR |
| 0002008306-26-000005 |
| $221.4M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0002008306-25-000003 | $282.7M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0002008306-26-000002 | $332.0M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0002008306-25-000002 | $149.6M | View |