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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTD | 25.19% | 2,618,041 | $186,980,000 | No Change | $71.42 | 13F | |
| YMM | FULL TRUCK ALLIANCE | 19.06% | 17,595,284 | $141,466,000 | No Change | $8.04 | 13F | |
| HTHT | H WORLD GROUP LTD | 18.46% | 4,111,988 | $137,011,000 | 773,000 | 23.15% | $33.32 | 13F |
| FRSH | FRESHWORKS INC | 16.15% | 9,445,297 | $119,861,000 | 1,899,500 | 25.17% | $12.69 | 13F |
| GRAB | GRAB HOLDINGS LIMITED | 14.36% | 30,029,615 | $106,605,000 | No Change | $3.55 | 13F | |
| ZTO | ZTO EXPRESS CAYMAN INC | 6.11% | 2,183,677 | $45,311,000 | No Change | $20.75 | 13F | |
| BEKE | KE HLDGS INC | 0.66% | 346,440 | $4,902,000 | -312,600 | -47.43% | $14.15 | 13F |
| MOMO | HELLO GROUP INC | -3,417,873 | Exited | 13F | ||||
| PERF | PERFECT CORP | -861,584 | Exited | 13F | ||||
| PERFWS | PERFECT CORP | -1,250,000 | Exited | 13F |