- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GRAB | GRAB HOLDINGS LIMITED | 24.55% | 43,153,792 | $162,690,000 | No Change | $3.77 | 13F | |
| SE | SEA LTD | 24.46% | 1,691,942 | $162,139,000 | No Change | $95.83 | 13F | |
| ACMR | ACM RESH INC | 18.56% | 969,200 | $122,982,000 | 969,200 | New | $126.89 | 13F |
| YMM | FULL TRUCK ALLIANCE CO LTD | 17.41% | 14,210,686 | $115,391,000 | -439,976 | -3% | $8.12 | 13F |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | 15.02% | 3,131,291 | $99,575,000 | -549,565 | -14.93% | $31.8 | 13F |
| GDS | GDS HLDGS LTD | -1,274,169 | Exited | 13F | ||||
| PAYP | PAYPAY CORP | -1,200,000 | Exited | 13F |