New York, NYCIK 16644924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
10 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Sea Ltd | 828.4K | $105.68M | 28.3% | +369.6K | Added |
| 2 | Tal Education Group | 7.98M | $87.04M | 23.3% | −408.8K | Reduced |
| 3 | Makemytrip Limited Mauritius | 497.9K | $40.89M | 10.9% | +497.9K | New |
| 4 | Taiwan Semiconductor Mfg Ltd |
| 92.2K |
| $28.02M |
| 7.5% |
| +60.5K |
| Added |
| 5 | New Oriental Ed & Technology | 428.5K | $23.58M | 6.3% | −267.0K | Reduced |
| 6 | Gds Hldgs Ltd | 599.1K | $20.91M | 5.6% | +599.1K | New |
| 7 | Joyy Inc | 294.1K | $19.05M | 5.1% | −6.6K | Reduced |
| 8 | Noah Hldgs Ltd | 1.88M | $18.88M | 5.1% | 0 | Held |
| 9 | Coupang Inc | 797.2K | $18.81M | 5.0% | +797.2K | New |
| 10 | Atrenew Inc | 2.07M | $10.97M | 2.9% | 0 | Held |