| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTD | 31.81% | 1,848,541 | $295,656,000 | -121,500 | -6.17% | $159.94 | 13F |
| YMM | FULL TRUCK ALLIANCE CO LTD | 23.9% | 18,809,184 | $222,136,000 | No Change | $11.81 | 13F | |
| GRAB | GRAB HOLDINGS LIMITED | 16.88% | 31,188,515 | $156,878,000 | 781,000 | 2.57% | $5.03 | 13F |
| BZ | KANZHUN LIMITED | 11.8% | 6,149,000 | $109,698,000 | -2,509,500 | -28.98% | $17.84 | 13F |
| HTHT | H WORLD GROUP LTD | 11.08% | 3,035,416 | $102,961,000 | 1,204,300 | 65.77% | $33.92 | 13F |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | 4.3% | 1,229,893 | $39,984,000 | 614,600 | 99.89% | $32.51 | 13F |
| YB | YUANBAO INC | 0.22% | 96,086 | $2,020,000 | 96,086 | New | $21.02 | 13F |
| FRSH | FRESHWORKS INC | -700,000 | Exited | 13F |