Matthews International Capital Management LLC Top Holdings and 13F Report (2025) About Matthews International Capital Management LLCInvestment ActivityMatthews International Capital Management LLC has $484.36 million in total holdings as of March 31, 2025.Matthews International Capital Management LLC owns shares of 37 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 11.50% of the portfolio was purchased this quarter.About 19.99% of the portfolio was sold this quarter.This quarter, Matthews International Capital Management LLC has purchased 42 new stocks and bought additional shares in 16 stocks.Matthews International Capital Management LLC sold shares of 19 stocks and completely divested from 6 stocks this quarter.Largest Holdings PDD $74,847,617SEA $54,838,944Full Truck Alliance $45,634,553Legend Biotech $37,387,026Trip.com Group $28,984,850 Largest New Holdings this Quarter 88557W101 - Qifu Technology $4,024,655 Holding Largest Purchases this Quarter ICICI Bank 384,197 shares (about $12.11M)HDFC Bank 123,322 shares (about $8.19M)Itaú Unibanco 885,524 shares (about $4.87M)Kanzhun 226,152 shares (about $4.34M)JD.com 103,328 shares (about $4.25M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 150,453 shares (about $24.98M)Yum China 282,082 shares (about $14.69M)MakeMyTrip 104,771 shares (about $10.27M)Grab 1,251,930 shares (about $5.67M)Broadcom 29,482 shares (about $4.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMatthews International Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPDDPDD$74,847,617$4,204,739 ▼-5.3%632,42615.5%Retail/WholesaleSESEA$54,838,944$2,382,095 ▲4.5%420,25411.3%Computer and TechnologyYMMFull Truck Alliance$45,634,553$3,633,486 ▲8.7%3,573,5759.4%Business ServicesLEGNLegend Biotech$37,387,026$2,837,532 ▼-7.1%1,101,8877.7%MedicalTCOMTrip.com Group$28,984,850$732,187 ▲2.6%455,8806.0%Consumer DiscretionaryYUMCYum China$24,512,035$14,685,189 ▼-37.5%470,8425.1%Retail/WholesaleBEKEKE$20,806,530$1,627,692 ▲8.5%1,035,6664.3%Computer and TechnologyBZKanzhun$20,597,053$4,335,334 ▲26.7%1,074,4424.3%Computer and TechnologyCPNGCoupang$18,688,724$3,504,655 ▲23.1%852,1993.9%Retail/WholesaleIBNICICI Bank$18,461,957$12,109,889 ▲190.6%585,7223.8%FinanceHDBHDFC Bank$17,400,237$8,193,514 ▲89.0%261,8943.6%FinanceGRABGrab$16,408,734$5,671,243 ▼-25.7%3,622,2373.4%Computer and TechnologyZHZhihu$15,597,272$2,517,080 ▼-13.9%3,652,7573.2%Computer and TechnologyMMYTMakeMyTrip$13,324,680$10,266,510 ▼-43.5%135,9802.8%Computer and TechnologyTMETencent Music Entertainment Group$11,526,271$618,520 ▲5.7%799,8802.4%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$7,435,140$24,975,198 ▼-77.1%44,7901.5%Computer and TechnologyINFYInfosys$6,317,785$1,458,358 ▲30.0%346,1801.3%Computer and TechnologyATATAtour Lifestyle$6,218,402$98,488 ▼-1.6%219,3441.3%Consumer DiscretionaryACMRACM Research$5,793,595$332,012 ▼-5.4%248,2261.2%Computer and TechnologyITUBItaú Unibanco$5,575,488$4,870,382 ▲690.7%1,013,7251.2%FinanceJDJD.com$4,684,843$4,248,848 ▲974.5%113,9311.0%Retail/WholesaleNTESNetEase$4,410,122$4,816,656 ▼-52.2%42,8500.9%Computer and TechnologyQFINQifu Technology$4,024,655$4,024,655 ▲New Holding89,6160.8%Business ServicesMUMicron Technology$3,826,636$2,342,989 ▼-38.0%44,0400.8%Computer and TechnologyMELIMercadoLibre$2,885,337$2,165,466 ▲300.8%1,4790.6%Retail/WholesaleNUNU$2,884,096$647,086 ▲28.9%281,6500.6%FinanceBABAAlibaba Group$2,880,366$1,068,947 ▲59.0%21,7830.6%Retail/WholesaleLRCXLam Research$2,661,111$1,357,745 ▼-33.8%36,6040.5%Computer and TechnologyZTO EXPRESS CAYMAN INC$2,204,023$4,369,942 ▼-66.5%2,198,0000.5%NOTE 1.500% 9/0AVGOBroadcom$1,226,592$4,936,171 ▼-80.1%7,3260.3%Computer and TechnologyBVNCompañía de Minas Buenaventura S.A.A.$496,362$102,502 ▲26.0%31,7570.1%Basic MaterialsCREDICORP LTD$490,345$225,067 ▼-31.5%2,6340.1%COMPBRPetróleo Brasileiro S.A. - Petrobras$400,789$5,908 ▼-1.5%27,9490.1%EnergyFCXFreeport-McMoRan$371,709$5,490 ▼-1.5%9,8180.1%Basic MaterialsVALEVale$286,616$4,481 ▼-1.5%28,7190.1%Basic MaterialsMATTHEWS ASIA FDS - KOREA ACTIVE ETF$214,5840.0%10,0320.0%SHSSKMSK Telecom$52,810$1,403 ▼-2.6%2,4840.0%Computer and TechnologyBILIBilibili$0$6,364,271 ▼-100.0%00.0%Consumer DiscretionaryCTSHCognizant Technology Solutions$0$3,853,305 ▼-100.0%00.0%Computer and TechnologyPONY AI INC$0$1,654,412 ▼-100.0%00.0%SPONSORED ADSGLOBGlobant$0$580,221 ▼-100.0%00.0%Computer and TechnologyBCHBanco de Chile$0$400,166 ▼-100.0%00.0%FinancePSMTPriceSmart$0$303,055 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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