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CIK 0001934957 • 6 13F filings • May 16, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $10.3M | 2.7% | 70,000 SH | New |
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | $8.5M | 2.2%Prev: 2.1% | 215,000 SH | Increased |
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | $19.4M | 5.1% | 1,807,769 SH | New |
| H WORLD GROUP LTD | SPONSORED ADS | $60.0M | 15.9%Prev: 12.6% | 1,274,391 SH | Increased |
| MATTEL INC | COM | $47.3M | 12.6% | 2,385,643 SH | New |
| MINISO GROUP HLDG LTD | SPONSORED ADS | $38.0M | 10.1%Prev: 6.6% | 2,024,455 SH | Increased+866,793 SH |
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | $36.1M | 9.6%Prev: 8.8% | 656,878 SH | Increased |
| TAL EDUCATION GROUP | SPONSORED ADS | $51.6M | 13.7%Prev: 13.4% | 4,730,377 SH | Decreased |
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | $105.6M | 28.0%Prev: 24.6% | 5,056,987 SH | Increased |
| 13F-HR |
| 0001172661-26-003184 |
| $331.6M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003174 | $235.8M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001688 | $414.4M | View |
| May 16, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002412 | $167.1M | View |