Matthews International Capital Management LLC Top Holdings and 13F Report (2026) About Matthews International Capital Management LLCInvestment ActivityMatthews International Capital Management LLC has $240.56 million in total holdings as of September 30, 2026.Matthews International Capital Management LLC owns shares of 32 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 33.82% of the portfolio was purchased this quarter.About 44.77% of the portfolio was sold this quarter.This quarter, Matthews International Capital Management LLC has purchased 32 new stocks and bought additional shares in 3 stocks.Matthews International Capital Management LLC sold shares of 19 stocks and completely divested from 5 stocks this quarter.Largest Holdings NetEase $40,764,524Taiwan Semiconductor Manufacturing $26,667,043Legend Biotech $18,195,253Atour Lifestyle $16,357,038SEA $13,752,197 Largest New Holdings this Quarter 64110W102 - NetEase $40,764,524 Holding81141R100 - SEA $13,752,197 Holding03823U102 - Applied Optoelectronics $8,927,246 Holding577125792 - Matthews Emerging Markets ex China Active ETF $5,594,156 Holding78392B206 - SK HYNIX INC $3,385,229 Holding Largest Purchases this Quarter NetEase 336,452 shares (about $40.76M)SEA 141,251 shares (about $13.75M)Applied Optoelectronics 89,938 shares (about $8.93M)Matthews Emerging Markets ex China Active ETF 116,848 shares (about $5.59M)Atour Lifestyle 150,826 shares (about $4.92M) Largest Sales this Quarter United Microelectronics 999,362 shares (about $24.47M)Itau Unibanco 1,109,240 shares (about $9.46M)Yum China 151,612 shares (about $6.23M)KANZHUN 408,696 shares (about $6.05M)ICICI Bank 196,114 shares (about $5.40M) 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 PortfolioSectorNTESNetEase$40,764,524$40,764,524 ▲New Holding336,45216.9%Communication ServicesTSMTaiwan Semiconductor Manufacturing$26,667,043$69,797 ▼-0.3%58,45611.1%TechnologyLEGNLegend Biotech$18,195,253$49,168 ▼-0.3%914,7947.6%HealthcareATATAtour Lifestyle$16,357,038$4,919,944 ▲43.0%501,4426.8%Consumer DiscretionarySESEA$13,752,197$13,752,197 ▲New Holding141,2515.7%Consumer DiscretionaryUMCUnited Microelectronics$11,420,471$24,474,376 ▼-68.2%466,3324.7%TechnologyACMRACM Research$10,713,4840.0%132,3964.5%TechnologyYUMCYum China$9,023,669$6,231,253 ▼-40.8%219,5543.8%Consumer DiscretionaryAAOIApplied Optoelectronics$8,927,246$8,927,246 ▲New Holding89,9383.7%TechnologyNUNU$8,846,378$2,464,092 ▲38.6%698,7663.7%FinanceYMMFull Truck Alliance$8,719,466$1,546,937 ▲21.6%1,054,3493.6%IndustrialsPDDPDD$6,881,634$3,365,917 ▼-32.8%88,2942.9%Consumer DiscretionaryLRCXLam Research$6,667,1100.0%20,2952.8%TechnologyPBRPetroleo Brasileiro S.A.- Petrobras$5,677,558$264,235 ▼-4.4%272,0442.4%EnergyBZKANZHUN$5,609,925$6,048,701 ▼-51.9%379,0492.3%IndustrialsMEMXMatthews Emerging Markets ex China Active ETF$5,594,156$5,594,156 ▲New Holding116,8482.3%ETFIFSIntercorp Financial Services$4,431,752$24,856 ▼-0.6%81,4811.8%FinanceHDBHDFC Bank$4,199,585$6,233 ▼-0.1%187,9851.7%FinanceBAPCredicorp$3,685,499$1,183,295 ▼-24.3%9,7021.5%FinanceFMXFomento Economico Mexicano$3,677,138$46,594 ▼-1.3%31,0151.5%Consumer StaplesFCXFreeport-McMoRan$3,469,410$3,508,960 ▼-50.3%49,5631.4%MaterialsSK HYNIX INC$3,385,229$3,385,229 ▲New Holding18,3831.4%AMERICAN DEPOSITBVNBuenaventura Mining$3,137,189$2,391,269 ▼-43.3%99,3411.3%MaterialsGRUPO FINANCIERO GALICIA$2,659,308$2,900,214 ▼-52.2%71,4101.1%SPONSORED ADRITUBItau Unibanco$2,112,651$9,461,819 ▼-81.7%247,6730.9%FinanceGRABGrab$1,929,5820.0%2,079,0000.8%IndustrialsQFINQfin$1,458,469$1,034,473 ▼-41.5%217,6820.6%FinanceCPNGCoupang$858,650$1,603,802 ▼-65.1%61,9070.4%Consumer DiscretionaryBIDUBaidu$600,098$386,745 ▼-39.2%6,9080.2%Communication ServicesIBNICICI Bank$589,487$5,402,937 ▼-90.2%21,3970.2%FinanceMATTHEWS ASIA FDS - KOREA ACTIVE ETF$315,6100.0%5,0320.1%SHSMATTHEWS INTL FDS - ASIA DIVIDEND AC$231,4940.0%5,0000.1%SHSMUMicron Technology$0$19,565,216 ▼-100.0%00.0%TechnologyCYDChina Yuchai International$0$10,175,134 ▼-100.0%00.0%IndustrialsKCKingsoft Cloud$0$4,324,325 ▼-100.0%00.0%TechnologyXPXP$0$3,173,985 ▼-100.0%00.0%FinanceVALEVale$0$2,008,261 ▼-100.0%00.0%MaterialsShowing largest 100 holdings. 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