H World Group Limited - American Depositary Shares (HTHT)

This education firm serves students across China with test prep, tutoring, and language training through in-person and online programs.

Futu Holdings offers digital brokerage and wealth management services in Hong Kong and internationally via its online platforms.

This digital freight platform connects shippers and truckers across China, offering transaction-based logistics and value-added services.

A concentrated new position is rarely about chasing momentum, and the underlying fundamentals here might explain why this name is showing up at the top of the portfolio.

A contrarian allocation into China’s largest housing platform highlights where disciplined capital is looking for durability, cash flow, and optionality in an out-of-favor market.

Previously 2.65% of fund AUM as of prior quarter; part of broader fund downsizing.

The stock’s rebound has been real, but this buyer seems to be betting the recovery still has plenty of room to run.

After years of restructuring and a brutal post-2021 reset, this steady rebound is starting to look less like a bounce and more like a durable recovery.

After one of the most brutal drawdowns in recent market history, a concentrated bet suggests this turnaround story isn’t finished yet.

HTHT stock shows strong technical momentum with a high-quality breakout setup. Its bullish trend and consolidation pattern suggest a potential entry point for investors.

Top large-cap gainers Aug 18–22 included Ubiquiti (+27.6%), Paramount Skydance (+16.5%), Zoom (+13.0%), and Royal Caribbean (+8.5%), driven by earnings beats, guidance hikes, buybacks, upgrades, and a UFC media-rights deal.

Bridgewater Associates exits holdings in US-listed Chinese companies amidst geopolitical tensions, shifts focus to US tech stocks.