San Francisco, CACIK 10280744 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
40 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pdd Holdings Inc | 370.6K | $42.03M | 12.8% | −123.2K | Reduced |
| 2 | Futu Hldgs Ltd | 150.9K | $24.78M | 7.5% | +102.9K | Added |
| 3 | Sea Ltd | 179.2K | $22.87M | 6.9% | −34.0K | Reduced |
| 4 | Legend Biotech Corp |
| 956.8K |
| $20.80M |
| 6.3% |
| −71.6K |
| Reduced |
| 5 | Trip Com Group Ltd | 271.3K | $19.51M | 5.9% | −116.8K | Reduced |
| 6 | Kanzhun Limited | 829.4K | $16.90M | 5.1% | −200.4K | Reduced |
| 7 | Yum China Hldgs Inc | 312.1K | $14.90M | 4.5% | +836 | Added |
| 8 | Full Truck Alliance Co Ltd | 1.30M | $13.91M | 4.2% | −555.2K | Reduced |
| 9 | Hdfc Bank Ltd | 343.9K | $12.57M | 3.8% | +126.7K | Added |
| 10 | Grab Holdings Limited | 2.37M | $11.81M | 3.6% | −748.6K | Reduced |
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