| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| YMM | FULL TRUCK ALLIANCE CO LTD | 26.51% | 18,429,584 | $239,032,000 | -379,600 | -2.02% | $12.97 | 13F |
| GRAB | GRAB HOLDINGS LIMITED | 22.36% | 33,481,515 | $201,559,000 | 2,293,000 | 7.35% | $6.02 | 13F |
| SE | SEA LTD | 21.64% | 1,091,741 | $195,127,000 | -756,800 | -40.94% | $178.73 | 13F |
| BZ | KANZHUN LIMITED | 15.93% | 6,149,000 | $143,641,000 | No Change | $23.36 | 13F | |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | 4.63% | 1,109,593 | $41,710,000 | -120,300 | -9.78% | $37.59 | 13F |
| HTHT | H WORLD GROUP LTD | 4.58% | 1,056,294 | $41,312,000 | -1,979,122 | -65.2% | $39.11 | 13F |
| MNSO | MINISO GROUP HLDG LTD | 3.95% | 1,583,302 | $35,624,000 | 1,583,302 | New | $22.5 | 13F |
| YB | YUANBAO INC | 0.4% | 182,500 | $3,584,000 | 86,414 | 89.93% | $19.64 | 13F |