MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC Q2 2025 Filing
Filed July 21, 2025
Portfolio Value
$434.8B
Holdings
40
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PDDPDD HOLDINGS INC | 500,026 | $52.3B | 12.04% | |
| 2 | SESEA LTD | 319,281 | $51.1B | 11.75% | |
| 3 | LEGNLEGEND BIOTECH CORP | 1,293,052 | $45.9B | 10.56% | |
| 4 | YMMFULL TRUCK ALLIANCE CO LTD | 2,979,832 | $35.2B | 8.09% | |
| 5 | CLVTRIP COM GROUP LTD | 384,874 | $22.6B | 5.19% | |
| 6 | GRABGRAB HOLDINGS LIMITED | 3,668,786 | $18.5B | 4.24% | |
| 7 | MMYTMAKEMYTRIP LIMITED | 183,815 | $18.0B | 4.14% | |
| 8 | BZKANZHUN LIMITED | 951,390 | $17.0B | 3.90% | |
| 9 | TMETENCENT MUSIC ENTMT GROUP | 810,263 | $15.8B | 3.63% | |
| 10 | YUMCYUM CHINA HLDGS INC | 323,966 | $14.5B | 3.33% | |
| 11 | BEKEKE HLDGS INC | 812,915 | $14.4B | 3.32% | |
| 12 | ZHZHIHU INC | 3,574,638 | $14.2B | 3.27% | |
| 13 | IBNICICI BANK LIMITED | 384,649 | $12.9B | 2.98% | |
| 14 | CPNGCOUPANG INC | 420,857 | $12.6B | 2.90% | |
| 15 | QFINQIFU TECHNOLOGY INC | 273,141 | $11.8B | 2.72% | |
| 16 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 46,452 | $10.5B | 2.42% | |
| 17 | HDBHDFC BANK LTD | 118,836 | $9.1B | 2.10% | |
| 18 | NTESNETEASE INC | 57,127 | $7.7B | 1.77% | |
| 19 | ITUBITAU UNIBANCO HLDG S A | 1,126,855 | $7.7B | 1.76% | |
| 20 | ATATATOUR LIFESTYLE HLDGS LTD | 196,750 | $6.4B | 1.47% | |
| 21 | ACMRACM RESH INC | 221,295 | $5.7B | 1.32% | |
| 22 | MLB1MERCADOLIBRE INC | 1,681 | $4.4B | 1.01% | |
| 23 | MUMICRON TECHNOLOGY INC | 31,811 | $3.9B | 0.90% | |
| 24 | FMXFOMENTO ECONOMICO MEXICANO S | 33,679 | $3.5B | 0.80% | |
| 25 | FUTUFUTU HLDGS LTD | 22,731 | $2.8B | 0.65% | |
| 26 | INFYINFOSYS LTD | 148,794 | $2.8B | 0.63% | |
| 27 | ZTO 1.5 09/01/27ZTO EXPRESS CAYMAN INC | 2,198,000 | $2.2B | 0.50% | |
| 28 | KSPIKASPI KZ JSC | 24,941 | $2.1B | 0.49% | |
| 29 | LRCXEURLAM RESEARCH CORP | 21,169 | $2.1B | 0.47% | |
| 30 | TUYATUYA INC | 704,109 | $1.6B | 0.37% | |
| 31 | NUNU HLDGS LTD | 104,239 | $1.4B | 0.33% | |
| 32 | CHACHAGEE HLDGS LTD | 53,656 | $1.4B | 0.32% | |
| 33 | JDJD.COM INC | 23,508 | $767.3M | 0.18% | |
| 34 | BVNCOMPANIA DE MINAS BUENAVENTU | 27,087 | $444.8M | 0.10% | |
| 35 | FCXFREEPORT-MCMORAN INC | 8,368 | $362.8M | 0.08% | |
| 36 | GGALGRUPO FINANCIERO GALICIA | 6,429 | $324.0M | 0.07% | |
| 37 | PBRPETROLEO BRASILEIRO SA PETRO | 23,829 | $298.1M | 0.07% | |
| 38 | MKORMATTHEWS ASIA FDS - KOREA ACTIVE ETF | 10,032 | $281.9M | 0.06% | |
| 39 | —MATTHEWS INTL FDS - ASIA DIVIDEND AC | 5,000 | $179.2M | 0.04% | |
| 40 | SKMSK TELECOM LTD | 1,656 | $38.7M | 0.01% |