MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC 13F Holdings

CIK 0001028074 · SAN FRANCISCO, CA

As of Sep 30, 2025, MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC reported 40 positions worth $429.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
PDD HOLDINGS INCPDDConsumer Cyclical493,802$65.3M15.20%
SEA LTDSEConsumer Cyclical213,226$38.1M8.87%
LEGEND BIOTECH CORPLEGNHealthcare1,028,447$33.5M7.81%
TRIPCOM GROUP LTDTCOMIndustrials388,145$29.2M6.80%
KANZHUN LTDBZIndustrials1,029,811$24.1M5.60%
FULL TRUCK ALLIANCE CO LTDYMMTechnology1,851,438$24.0M5.59%
GRAB HOLDINGS LTDGRABTechnology3,116,032 8.8M4.37%
MAKEMYTRIP LTDMMYTIndustrials180,121 6.9M3.93%
TENCENT MUSIC ENTERTAINMENT GROUPTMECommunication Services646,353 5.1M3.51%
COUPANG INCCPNGConsumer Cyclical463,589 4.9M3.48%
ZHIHU INCZHCommunication Services2,898,565 4.7M3.42%
KE HOLDINGS INCBEKEReal Estate729,686 3.9M3.23%
YUM CHINA HOLDINGS INCYUMCConsumer Cyclical311,290 3.4M3.11%
ICICI BANK LTDIBNFinancial Services369,773 1.2M2.60%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology36,135 0.1M2.35%
QFIN HOLDINGS INCQFINFinancial Services322,848$9.3M2.16%
FUTU HOLDINGS LTDFUTUFinancial Services47,988$8.3M1.94%
ITAU UNIBANCO HOLDING SAITUBFinancial Services1,110,694$8.2M1.90%
ACM RESEARCH INCACMRTechnology203,511$8.0M1.85%
HDFC BANK LTDHDBFinancial Services217,266$7.4M1.73%
ATOUR LIFESTYLE HOLDINGS LTDATATConsumer Cyclical195,739$7.4M1.71%
MICRON TECHNOLOGY INCMUTechnology36,344$6.1M1.42%
XP INCXPFinancial Services320,053$6.0M1.40%
MERCADOLIBRE INCMELIConsumer Cyclical1,645$3.8M0.90%
NETEASE INCNTESCommunication Services23,675$3.6M0.84%