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Size ($ in 1000's)
At 03/31/2024: $507,636
At 12/31/2023: $711,783
Matthews International Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Matthews International Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Matthews International Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Matthews International Capital Management LLC.
In the Matthews International Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Matthews International Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Matthews International Capital Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| FULL TRUCK ALLIANCE CO LTD |
6,989,294 |
-1,981,589 |
$50,812 | | YMM | 6,989,294 | -1,981,589 | $50,812 | | KE HLDGS INC |
3,677,481 |
-2,492,214 |
$50,492 | | BEKE | 3,677,481 | -2,492,214 | $50,492 | | LEGEND BIOTECH CORP |
751,935 |
-57,639 |
$42,176 | | LEGN | 751,935 | -57,639 | $42,176 | | PDD HOLDINGS INC |
360,693 |
-347,891 |
$41,931 | | PDD | 360,693 | -347,891 | $41,931 | | YUM CHINA HLDGS INC |
903,001 |
-1,069,050 |
$35,930 | | YUMC | 903,001 | -1,069,050 | $35,930 | | TRIP COM GROUP LTD |
644,541 |
+37,804 |
$28,289 | | TCOM | 644,541 | +37,804 | $28,289 | | NVIDIA CORPORATION |
30,331 |
-14,187 |
$27,406 | | NVDA | 30,331 | -14,187 | $27,406 | | TAIWAN SEMICONDUCTOR MFG LTD |
165,439 |
-167,534 |
$22,508 | | TSM | 165,439 | -167,534 | $22,508 | | ZHIHU INC |
32,571,129 |
+1,753,312 |
$22,275 | | ZH | 32,571,129 | +1,753,312 | $22,275 | | TENCENT MUSIC ENTMT GROUP |
1,809,513 |
-2,713,507 |
$20,248 | | TME | 1,809,513 | -2,713,507 | $20,248 | | SEA LTD |
311,619 |
+311,619 |
$16,737 | | SE | 311,619 | +311,619 | $16,737 | | BROADCOM INC |
12,135 |
+5,476 |
$16,084 | | AVGO | 12,135 | +5,476 | $16,084 | | ASML HOLDING N V |
15,233 |
-716 |
$14,783 | | ASML | 15,233 | -716 | $14,783 | | LAM RESEARCH CORP |
14,290 |
+7,285 |
$13,884 | | LRCX | 14,290 | +7,285 | $13,884 | | JD.COM INC |
447,150 |
+447,150 |
$12,247 | | JD | 447,150 | +447,150 | $12,247 | | KANZHUN LIMITED |
694,441 |
-1,438,215 |
$12,174 | | BZ | 694,441 | -1,438,215 | $12,174 | | MICRON TECHNOLOGY INC |
90,467 |
-6,289 |
$10,665 | | MU | 90,467 | -6,289 | $10,665 | | ACM RESH INC |
364,344 |
-326,513 |
$10,617 | | ACMR | 364,344 | -326,513 | $10,617 |  ZTO EXPRESS CAYMAN INC |
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$10,173 | | NOTE 1 | 8,043,000 | +8,043,000 | $7,871 | | ZTO | 109,932 | -9,938 | $2,302 | | NEW ORIENTAL ED & TECHNOLOGY |
94,905 |
+47,862 |
$8,240 | | EDU | 94,905 | +47,862 | $8,240 | | NU HLDGS LTD |
674,165 |
-153,231 |
$8,043 | | NU | 674,165 | -153,231 | $8,043 | | NETEASE INC |
77,206 |
-21,644 |
$7,989 | | NTES | 77,206 | -21,644 | $7,989 | | ALIBABA GROUP HLDG LTD |
68,036 |
+1,830 |
$4,923 | | BABA | 68,036 | +1,830 | $4,923 | | HDFC BANK LTD |
60,778 |
-22,496 |
$3,402 | | HDB | 60,778 | -22,496 | $3,402 | | ICICI BANK LIMITED |
109,265 |
-87,499 |
$2,886 | | IBN | 109,265 | -87,499 | $2,886 | | MINISO GROUP HLDG LTD |
126,756 |
-341,031 |
$2,598 | | MNSO | 126,756 | -341,031 | $2,598 | | FREEPORT MCMORAN INC |
42,123 |
+17,583 |
$1,981 | | FCX | 42,123 | +17,583 | $1,981 | | GLOBANT S A |
8,859 |
+245 |
$1,789 | | GLOB | 8,859 | +245 | $1,789 | | TOTALENERGIES SE |
20,386 |
-11,750 |
$1,403 | | TTE | 20,386 | -11,750 | $1,403 | | CREDICORP LTD |
6,596 |
+6,596 |
$1,118 | | COM | 6,596 | +6,596 | $1,118 | | MERCADOLIBRE INC |
686 |
+686 |
$1,037 | | MELI | 686 | +686 | $1,037 | | INFOSYS LTD |
53,191 |
-69,633 |
$954 | | INFY | 53,191 | -69,633 | $954 | | COUPANG INC |
50,761 |
-29,037 |
$903 | | CPNG | 50,761 | -29,037 | $903 | | VALE S A |
38,802 |
-45,796 |
$473 | | VALE | 38,802 | -45,796 | $473 | | DESPEGAR.COM CORP |
24,959 |
+24,959 |
$299 | | DESP | 24,959 | +24,959 | $299 | | APPLIED MATLS INC |
679 |
-72,217 |
$140 | | AMAT | 679 | -72,217 | $140 |
See Full List: All Stocks Held By Matthews International Capital Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Matthews International Capital Management LLC
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