Matthews International Capital Management LLC Top Holdings and 13F Report (2024) → A new way to collect income from stocks (From DTI) (Ad) About Matthews International Capital Management LLCInvestment ActivityMatthews International Capital Management LLC has $507.63 million in total holdings as of March 31, 2024.Matthews International Capital Management LLC owns shares of 38 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 12.15% of the portfolio was purchased this quarter.About 55.81% of the portfolio was sold this quarter.This quarter, Matthews International Capital Management LLC has purchased 36 new stocks and bought additional shares in 8 stocks.Matthews International Capital Management LLC sold shares of 23 stocks and completely divested from 4 stocks this quarter.Largest Holdings Full Truck Alliance $50,812,167KE $50,491,814Legend Biotech $42,176,034PDD $41,930,561Yum China $35,930,410 Largest New Holdings this Quarter SEA $16,737,056 HoldingJD.com $12,247,439 HoldingZTO EXPRESS CAYMAN INC $7,870,558 HoldingCREDICORP LTD $1,117,560 HoldingMercadoLibre $1,037,205 Holding Largest Purchases this Quarter SEA 311,619 shares (about $16.74M)JD.com 447,150 shares (about $12.25M)ZTO EXPRESS CAYMAN INC 8,043,000 shares (about $7.87M)Broadcom 5,476 shares (about $7.26M)Lam Research 7,285 shares (about $7.08M) Largest Sales this Quarter Yum China 1,069,050 shares (about $42.54M)PDD 347,891 shares (about $40.44M)KE 2,492,214 shares (about $34.22M)Tencent Music Entertainment Group 2,713,507 shares (about $30.36M)Kanzhun 1,438,215 shares (about $25.21M) 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 PortfolioSectorYMMFull Truck Alliance$50,812,167$14,406,152 ▼-22.1%6,989,29410.0%Business ServicesBEKEKE$50,491,814$34,218,098 ▼-40.4%3,677,4819.9%FinanceLEGNLegend Biotech$42,176,034$3,232,971 ▼-7.1%751,9358.3%MedicalPDDPDD$41,930,561$40,442,329 ▼-49.1%360,6938.3%Retail/WholesaleYUMCYum China$35,930,410$42,537,500 ▼-54.2%903,0017.1%Retail/WholesaleTCOMTrip.com Group$28,288,904$1,659,218 ▲6.2%644,5415.6%Consumer DiscretionaryNVDANVIDIA$27,405,878$12,818,806 ▼-31.9%30,3315.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$22,507,976$22,793,001 ▼-50.3%165,4394.4%Computer and TechnologyZHZhihu$22,275,395$1,199,090 ▲5.7%32,571,1294.4%Computer and TechnologyTMETencent Music Entertainment Group$20,248,450$30,364,143 ▼-60.0%1,809,5134.0%Computer and TechnologySESEA$16,737,056$16,737,056 ▲New Holding311,6193.3%Computer and TechnologyAVGOBroadcom$16,083,850$7,257,945 ▲82.2%12,1353.2%Computer and TechnologyASMLASML$14,783,170$694,857 ▼-4.5%15,2332.9%Computer and TechnologyLRCXLam Research$13,883,735$7,077,887 ▲104.0%14,2902.7%Computer and TechnologyJDJD.com$12,247,439$12,247,439 ▲New Holding447,1502.4%Retail/WholesaleBZKanzhun$12,173,551$25,211,910 ▼-67.4%694,4412.4%Computer and TechnologyMUMicron Technology$10,665,155$741,410 ▼-6.5%90,4672.1%Computer and TechnologyACMRACM Research$10,616,984$9,514,589 ▼-47.3%364,3442.1%Computer and TechnologyEDUNew Oriental Education & Technology Group$8,239,652$4,155,379 ▲101.7%94,9051.6%Consumer DiscretionaryNUNU$8,042,788$1,828,046 ▼-18.5%674,1651.6%Business ServicesNTESNetEase$7,988,505$2,239,505 ▼-21.9%77,2061.6%Computer and TechnologyZTO EXPRESS CAYMAN INC$7,870,558$7,870,558 ▲New Holding8,043,0001.6%NOTE 1.500% 9/0BABAAlibaba Group$4,923,085$132,419 ▲2.8%68,0361.0%Retail/WholesaleHDBHDFC Bank$3,401,745$1,259,101 ▼-27.0%60,7780.7%FinanceIBNICICI Bank$2,885,689$2,310,849 ▼-44.5%109,2650.6%FinanceMNSOMINISO Group$2,598,498$6,991,136 ▼-72.9%126,7560.5%Retail/WholesaleZTOZTO Express (Cayman)$2,301,976$208,102 ▼-8.3%109,9320.5%TransportationFCXFreeport-McMoRan$1,980,623$826,752 ▲71.7%42,1230.4%Basic MaterialsGLOBGlobant$1,788,632$49,465 ▲2.8%8,8590.4%Computer and TechnologyTTETotalEnergies$1,403,168$808,752 ▼-36.6%20,3860.3%Oils/EnergyCREDICORP LTD$1,117,560$1,117,560 ▲New Holding6,5960.2%COMMELIMercadoLibre$1,037,205$1,037,205 ▲New Holding6860.2%Retail/WholesaleINFYInfosys$953,715$1,248,520 ▼-56.7%53,1910.2%Computer and TechnologyCPNGCoupang$903,038$516,568 ▼-36.4%50,7610.2%Retail/WholesaleVALEVale$472,996$558,253 ▼-54.1%38,8020.1%Basic MaterialsDESPDespegar.com$298,510$298,510 ▲New Holding24,9590.1%TransportationAMATApplied Materials$140,030$14,893,294 ▼-99.1%6790.0%Computer and TechnologySKMSK Telecom$27,1440.0%1,2590.0%Computer and TechnologyMLCOMelco Resorts & Entertainment$0$7,035,471 ▼-100.0%00.0%Consumer DiscretionaryBGNEBeiGene$0$3,769,885 ▼-100.0%00.0%MedicalVINPVinci Partners Investments$0$1,345,952 ▼-100.0%00.0%FinanceHTHTH World Group$0$1,323,689 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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