San Francisco, CACIK 14472285 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
21 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Noah Hldgs Ltd | 6.72M | $67.44M | 29.4% | 0 | Held |
| 2 | Bilibili Inc | 1.15M | $28.25M | 12.3% | −269.7K | Reduced |
| 3 | Jd.Com Inc | 687.4K | $19.73M | 8.6% | −100.0K | Reduced |
| 4 | New Oriental Ed & Technology |
| 340.6K |
| $18.74M |
| 8.2% |
| −181.3K |
| Reduced |
| 5 | H World Group Ltd | 398.4K | $18.74M | 8.2% | −58.7K | Reduced |
| 6 | Atrenew Inc | 3.16M | $16.76M | 7.3% | 0 | Held |
| 7 | Dbv Technologies S A | 639.8K | $12.26M | 5.3% | −16.5K | Reduced |
| 8 | Pony Ai Inc | 653.2K | $9.47M | 4.1% | +452.9K | Added |
| 9 | Acm Resh Inc | 174.4K | $6.88M | 3.0% | −105.8K | Reduced |
| 10 | Viridian Therapeutics Inc | 208.7K | $6.50M | 2.8% | −291.5K | Reduced |
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