London, X0CIK 18612445 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
9 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pdd Holdings Inc | 755.9K | $85.7K | 27.8% | 0 | Held |
| 2 | Netease Inc | 473.2K | $65.1K | 21.1% | −96.3K | Reduced |
| 3 | New Oriental Ed & Technology | 899.7K | $49.5K | 16.1% | +92.0K | Added |
| 4 | Acm Resh Inc |
| 693.9K |
| $27.4K |
| 8.9% |
| +197.4K |
| Added |
| 5 | Futu Hldgs Ltd | 162.9K | $26.8K | 8.7% | −18.2K | Reduced |
| 6 | Atour Lifestyle Hldgs Ltd | 630.5K | $24.8K | 8.1% | 0 | Held |
| 7 | Full Truck Alliance Co Ltd | 1.83M | $19.6K | 6.4% | −638.1K | Reduced |
| 8 | Nu Hldgs Ltd | 382.9K | $6.4K | 2.1% | 0 | Held |
| 9 | Sea Ltd | 20.7K | $2.6K | 0.9% | +3.1K | Added |