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CIK 0001664492 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ATRENEW INC | SPONSORED ADS | $11.0M | 2.9%Prev: 2.4% | 2,069,435 SH | Increased |
| COUPANG INC | CL A | $18.8M | 5.0% | 797,169 SH | New |
| GDS HLDGS LTD | SPONSORED ADS | $20.9M | 5.6% | 599,097 SH | New |
| JOYY INC | ADS REPSTG COM A | $19.0M | 5.1%Prev: 4.5% | 294,141 SH | Increased-6,553 SH |
| MAKEMYTRIP LIMITED MAURITIUS | SHS | $40.9M | 10.9% | 497,923 SH | New |
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | $23.6M | 6.3%Prev: 9.3% | 428,532 SH | Decreased-267,000 SH |
| NOAH HLDGS LTD | SPON ADS | $18.9M | 5.1%Prev: 5.5% | 1,880,865 SH | Decreased |
| SEA LTD | SPONSORD ADS | $105.7M | 28.3%Prev: 20.7% | 828,410 SH | Increased+369,646 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $28.0M | 7.5%Prev: 2.2% | 92,200 SH | Increased+60,550 SH |
| TAL EDUCATION GROUP | SPONSORED ADS | $87.0M | 23.3%Prev: 23.8% | 7,977,772 SH | Decreased-408,826 SH |
| 13F-HR |
| 0001664492-26-000006 |
| $218.3M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005129 | $301.3M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001664492-26-000005 | $409.5M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003182 | $277.6M | View |