Fund HoldingsMATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC

Total Portfolio Value
$711.78M
Total Bought
$88.15M
Total Sold
$211.16M
Net Transaction
-$123.01M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
KANZHUN LIMITED(BZ)822,9572,132,656+1,309,69912,48435,4234.98%+22,939
TENCENT MUSIC ENTMT GROUP(TME)3,421,6504,523,020+1,101,37021,83040,7525.73%+18,922
NVIDIA CORPORATION(NVDA)19,71344,518+24,8058,57522,0463.10%+13,471
APPLIED MATLS INC12,57372,896+60,3231,74111,8141.66%+10,074
ASML HOLDING N V
N Y REGISTRY SHS
8,48215,949+7,4674,99312,0721.70%+7,079
NU HLDGS LTD(NU)212,537827,396+614,8591,5416,8920.97%+5,351
NEW ORIENTAL ED & TECHNOLOGY(EDU)047,043+47,04303,4470.48%+3,447
HDFC BANK LTD(HDB)51,99083,274+31,2843,0685,5890.79%+2,521
ICICI BANK LIMITED(IBN)103,814196,764+92,9502,4004,6910.66%+2,291
ZHIHU INC25,770,80730,817,817+5,047,01026,80228,8584.05%+2,056
MICRON TECHNOLOGY INC(MU)97,51996,756-7636,6348,2571.16%+1,623
LAM RESEARCH CORP(LRCX)7,0897,005-844,4435,4870.77%+1,044
TAIWAN SEMICONDUCTOR MFG LTD(TSM)388,150332,973-55,17733,73034,6294.87%+899
GLOBANT S A
COM
9,3668,614-7521,8532,0500.29%+197
VALE S A90,93984,598-6,3411,2191,3420.19%+123
FREEPORT-MCMORAN INC(FCX)24,75424,540-2149231,0450.15%+122
INFOSYS LTD(INFY)131,028122,824-8,2042,2422,2580.32%+16
SK TELECOM LTD(SKM)1,3971,259-13830270.00%-3
ACM RESH INC(ACMR)746,101690,857-55,24413,50813,4991.90%-9
COUPANG INC(CPNG)82,33279,798-2,5341,4001,2920.18%-108
VINCI PARTNERS INVTS LTD
COM CL A
144,334122,918-21,4161,4721,3460.19%-126
TOTALENERGIES SE(TTE)36,42832,136-4,2922,3962,1650.30%-230
H WORLD GROUP LTD(HTHT)41,11439,584-1,5301,6211,3240.19%-297
ZTO EXPRESS CAYMAN INC(ZTO)135,442119,870-15,5723,2742,5510.36%-723
GRUPO AEROPORTUARIO DEL SURE4,9700-4,9701,2210-1,221
FULL TRUCK ALLIANCE CO LTD(YMM)9,119,5298,970,883-148,64664,20162,8868.83%-1,316
PDD HOLDINGS INC(PDD)1,096,238708,584-387,654107,508103,67314.57%-3,835
NETEASE INC(NTES)132,75998,850-33,90913,2979,2091.29%-4,088
MELCO RESORTS AND ENTMNT LTD(MLCO)1,194,039793,176-400,86311,8097,0350.99%-4,774
MINISO GROUP HLDG LTD(MNSO)559,946467,787-92,15914,5039,5431.34%-4,960
TRIP COM GROUP LTD(TCOM)821,790606,737-215,05328,73821,8493.07%-6,889
BEIGENE LTD(ONC)60,89020,902-39,98810,9523,7700.53%-7,182
BAIDU INC57,0590-57,0597,6660-7,666
BROADCOM INC(AVGO)19,8796,659-13,22016,5117,4331.04%-9,078
SEA LTD(SE)292,0960-292,09612,8380-12,838
KE HLDGS INC(BEKE)7,969,3136,169,695-1,799,618123,684100,01114.05%-23,673
ALIBABA GROUP HLDG LTD(BABA)337,83766,206-271,63129,3045,1320.72%-24,172
LEGEND BIOTECH CORP(LEGN)1,123,828809,574-314,25475,48848,7126.84%-26,775
YUM CHINA HLDGS INC(YUMC)2,707,1941,972,051-735,143150,84583,67411.76%-67,171
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