NEW SILK ROAD INVESTMENT PTE LTD 13F Holdings

CIK 0001569352 · SINGAPORE, U0

As of Sep 30, 2023, NEW SILK ROAD INVESTMENT PTE LTD reported 9 positions worth $50.4M in its SEC Form 13F filing.

Top 9 holdings

SecurityTickerSectorSharesValue% of portfolio
YUM CHINA HOLDINGS INCYUMCConsumer Cyclical207,841 1.6M22.98%
TRIPCOM GROUP LTDTCOMIndustrials218,170$7.6M15.14%
H WORLD GROUP LTDHTHTConsumer Cyclical172,232$6.8M13.48%
PDD HOLDINGS INCPDDConsumer Cyclical58,300$5.7M11.35%
SEA LTDSEConsumer Cyclical128,565$5.7M11.21%
BAIDU INCBIDUCommunication Services33,388$4.5M8.90%
MINISO GROUP HOLDING LTDMNSOConsumer Cyclical123,194$3.2M6.33%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical36,100$3.1M6.21%
DADA NEXUS LTDDADAConsumer Cyclical498,700$2.2M4.40%