Fund HoldingsMATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC

Total Portfolio Value
$459.58M
Total Bought
$71.87M
Total Sold
$131.73M
Net Transaction
-$59.87M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
SEA LTD(SE)311,619601,345+289,72616,73742,9489.35%+26,211
PDD HOLDINGS INC(PDD)360,693455,484+94,79141,93160,55713.18%+18,626
TAIWAN SEMICONDUCTOR MFG LTD(TSM)165,439169,557+4,11822,50829,4716.41%+6,963
BILIBILI INC0411,030+411,03006,3461.38%+6,346
FULL TRUCK ALLIANCE CO LTD(YMM)6,989,2946,936,769-52,52550,81255,77212.14%+4,959
ATOUR LIFESTYLE HLDGS LTD(ATAT)0234,955+234,95504,3110.94%+4,311
LEGEND BIOTECH CORP(LEGN)751,9351,022,780+270,84542,17645,2999.86%+3,123
ICICI BANK LIMITED(IBN)109,265192,652+83,3872,8865,5501.21%+2,665
KASPI KZ JSC(KSPI)013,376+13,37601,7260.38%+1,726
PETROLEO BRASILEIRO SA PETRO(PBR)059,348+59,34808600.19%+860
NU HLDGS LTD(NU)674,165669,807-4,3588,0438,6341.88%+591
CREDICORP LTD6,5969,964+3,3681,1181,6070.35%+490
DESPEGAR.COM CORP24,95952,782+27,8232996980.15%+400
LAM RESEARCH CORP(LRCX)14,29013,339-95113,88414,2043.09%+320
MICRON TECHNOLOGY INC(MU)90,46783,315-7,15210,66510,9582.38%+293
SK TELECOM LTD(SKM)1,2591,259027260.01%-1
MERCADOLIBRE INC(MELI)686616-701,0371,0120.22%-25
COUPANG INC(CPNG)50,76141,781-8,9809038750.19%-28
NETEASE INC(NTES)77,20682,913+5,7077,9897,9251.72%-64
MINISO GROUP HLDG LTD(MNSO)126,756131,941+5,1852,5982,5160.55%-82
APPLIED MATLS INC6790-6791400-140
INFOSYS LTD(INFY)53,19139,169-14,0229547290.16%-224
ZTO EXPRESS CAYMAN INC(ZTO)0007,8717,6451.66%-226
VALE S A38,80214,610-24,1924731630.04%-310
TOTALENERGIES SE(TTE)20,38612,927-7,4591,4038620.19%-541
HDFC BANK LTD(HDB)60,77838,331-22,4473,4022,4660.54%-936
GLOBANT S A
COM
8,8594,533-4,3261,7898080.18%-981
FREEPORT-MCMORAN INC(FCX)42,12317,026-25,0971,9818270.18%-1,153
KANZHUN LIMITED(BZ)694,441581,437-113,00412,17410,9372.38%-1,237
TRIP COM GROUP LTD(TCOM)644,541560,670-83,87128,28926,3515.73%-1,937
ALIBABA GROUP HLDG LTD(BABA)68,03637,162-30,8744,9232,6760.58%-2,247
ZTO EXPRESS CAYMAN INC(ZTO)109,9320-109,9322,3020-2,302
ACM RESH INC(ACMR)364,344360,131-4,21310,6178,3051.81%-2,312
NEW ORIENTAL ED & TECHNOLOGY(EDU)94,90556,253-38,6528,2404,3730.95%-3,867
BROADCOM INC(AVGO)12,1356,451-5,68416,08410,3572.25%-5,727
ZHIHU INC32,571,1295,359,714-27,211,41522,27514,6323.18%-7,643
ASML HOLDING N V
N Y REGISTRY SHS
15,2334,459-10,77414,7834,5600.99%-10,223
YUM CHINA HLDGS INC(YUMC)903,001779,238-123,76335,93024,0325.23%-11,899
JD.COM INC(JD)447,1500-447,15012,2470-12,247
TENCENT MUSIC ENTMT GROUP(TME)1,809,513357,808-1,451,70520,2485,0271.09%-15,221
KE HLDGS INC(BEKE)3,677,4812,369,481-1,308,00050,49233,5287.30%-16,964
NVIDIA CORPORATION(NVDA)30,3310-30,33127,4060-27,406
Page 1 of 1