account_balance
Investment manager · 13F filer · SEC CIK 1028074
Matthews International Capital Management LLC
Reported value$241Mas of Sep 30, 2026
Positions32 5 new, 5 sold out
Top 10 weight68.5%NTES alone is 17%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NTESNetEase, Inc.
16.9%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
11.1%
LEGNLegend Biotech Corp
7.6%
ATATAtour Lifestyle Holdings Ltd
6.8%Added +43%
SESea Ltd
5.7%New
UMCUnited Microelectronics Corp
4.7%Trimmed −68%
ACMRACM Research, Inc.
4.5%
YUMCYum China Holdings, Inc.
3.8%Trimmed −41%
AAOIApplied Optoelectronics, Inc.
3.7%New
NUNu Holdings Ltd.
3.7%+39%
YMMFull Truck Alliance Co. Ltd.
3.6%Added +22%
PDDPDD Holdings Inc.
2.9%−33%
NTESNetEase, Inc.
16.9%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
11.1%
LEGNLegend Biotech Corp
7.6%
ATATAtour Lifestyle Holdings Ltd
6.8%
SESea Ltd
5.7%New
UMCUnited Microelectronics Corp
4.7%
ACMRACM Research, Inc.
4.5%
YUMCYum China Holdings, Inc.
3.8%
AAOI3.7%NU3.7%YMMFull Truck Alliance Co. Ltd.
3.6%
PDD2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NTES NetEase, Inc. 16.9% NewTSM Taiwan Semiconductor Manufacturing Co Ltd 11.1% HeldLEGN Legend Biotech Corp 7.6% HeldATAT Atour Lifestyle Holdings Ltd 6.8% Added +43%SE Sea Ltd 5.7% NewUMC United Microelectronics Corp 4.7% Trimmed −68%ACMR ACM Research, Inc. 4.5% HeldYUMC Yum China Holdings, Inc. 3.8% Trimmed −41%AAOI Applied Optoelectronics, Inc. 3.7% NewNU Nu Holdings Ltd. 3.7% Added +39%YMM Full Truck Alliance Co. Ltd. 3.6% Added +22%PDD PDD Holdings Inc. 2.9% Trimmed −33%
What changed
Biggest moves since Jun 30, 2026
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