Matthews International Capital Management LLC Top Holdings and 13F Report (2024) About Matthews International Capital Management LLCInvestment ActivityMatthews International Capital Management LLC has $607.15 million in total holdings as of September 30, 2024.Matthews International Capital Management LLC owns shares of 42 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 21.74% of the portfolio was purchased this quarter.About 6.34% of the portfolio was sold this quarter.This quarter, Matthews International Capital Management LLC has purchased 38 new stocks and bought additional shares in 16 stocks.Matthews International Capital Management LLC sold shares of 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings PDD $105,976,702SEA $58,833,077Full Truck Alliance $58,679,166KE $56,208,697Legend Biotech $50,282,099 Largest New Holdings this Quarter MakeMyTrip $21,080,967 HoldingGrab $13,781,946 HoldingCognizant Technology Solutions $2,544,933 HoldingItaú Unibanco $1,563,069 HoldingJD.com $1,202,600 Holding Largest Purchases this Quarter PDD 330,635 shares (about $44.57M)MakeMyTrip 226,799 shares (about $21.08M)Broadcom 82,964 shares (about $14.31M)Grab 3,626,828 shares (about $13.78M)KE 453,658 shares (about $9.03M) Largest Sales this Quarter Lam Research 7,811 shares (about $6.37M)Full Truck Alliance 424,098 shares (about $3.82M)NU 222,683 shares (about $3.04M)Bilibili 95,299 shares (about $2.23M)Kanzhun 121,227 shares (about $2.10M) 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$105,976,702$44,572,904 ▲72.6%786,11917.5%Multi-Sector ConglomeratesSESEA$58,833,077$2,138,270 ▲3.8%624,0259.7%Computer and TechnologyYMMFull Truck Alliance$58,679,166$3,821,123 ▼-6.1%6,512,6719.7%Business ServicesBEKEKE$56,208,697$9,032,331 ▲19.1%2,823,1399.3%FinanceLEGNLegend Biotech$50,282,099$442,030 ▲0.9%1,031,8518.3%MedicalTCOMTrip.com Group$40,592,235$7,271,617 ▲21.8%683,0266.7%Consumer DiscretionaryYUMCYum China$40,213,125$5,131,830 ▲14.6%893,2286.6%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$27,508,981$1,937,984 ▼-6.6%158,3984.5%Computer and TechnologyMMYTMakeMyTrip$21,080,967$21,080,967 ▲New Holding226,7993.5%Computer and TechnologyZHZhihu$20,857,902$223,004 ▲1.1%5,417,6373.4%Computer and TechnologyAVGOBroadcom$15,424,088$14,311,290 ▲1,286.1%89,4152.5%Computer and TechnologyGRABGrab$13,781,946$13,781,946 ▲New Holding3,626,8282.3%Business ServicesNTESNetEase$8,651,078$897,883 ▲11.6%92,5151.4%Computer and TechnologyZTO EXPRESS CAYMAN INC$8,298,802$81,772 ▼-1.0%7,713,0001.4%NOTE 1.500% 9/0BZKanzhun$7,989,246$2,104,501 ▼-20.8%460,2101.3%Computer and TechnologyHDBHDFC Bank$7,683,744$5,285,757 ▲220.4%122,8221.3%FinanceBILIBilibili$7,381,791$2,228,091 ▼-23.2%315,7311.2%Computer and TechnologyMUMicron Technology$7,363,929$1,276,670 ▼-14.8%71,0051.2%Computer and TechnologyNUNU$6,103,243$3,039,623 ▼-33.2%447,1241.0%Business ServicesATATAtour Lifestyle$5,786,150$308,582 ▼-5.1%223,0591.0%Consumer DiscretionaryACMRACM Research$5,759,719$1,550,940 ▼-21.2%283,7300.9%Computer and TechnologyIBNICICI Bank$5,709,380$41,283 ▼-0.7%191,2690.9%FinanceLRCXLam Research$4,511,290$6,374,401 ▼-58.6%5,5280.7%Computer and TechnologyBABAAlibaba Group$4,282,366$338,735 ▲8.6%40,3540.7%Retail/WholesaleTMETencent Music Entertainment Group$3,850,445$461,141 ▼-10.7%319,5390.6%Computer and TechnologyCTSHCognizant Technology Solutions$2,544,933$2,544,933 ▲New Holding32,9740.4%Computer and TechnologyCREDICORP LTD$1,984,879$181,694 ▲10.1%10,9680.3%COMMELIMercadoLibre$1,729,802$465,795 ▲36.9%8430.3%Retail/WholesaleITUBItaú Unibanco$1,563,069$1,563,069 ▲New Holding235,0480.3%FinanceFCXFreeport-McMoRan$1,410,839$560,901 ▲66.0%28,2620.2%Basic MaterialsCPNGCoupang$1,233,147$207,423 ▲20.2%50,2300.2%Retail/WholesaleJDJD.com$1,202,600$1,202,600 ▲New Holding30,0650.2%Retail/WholesaleINFYInfosys$551,561$320,732 ▼-36.8%24,7670.1%Computer and TechnologyPBRPetróleo Brasileiro S.A. - Petrobras$451,292$403,912 ▼-47.2%31,3180.1%Oils/EnergyGLOBGlobant$419,462$478,706 ▼-53.3%2,1170.1%Computer and TechnologyVALEVale$340,682$170,037 ▲99.6%29,1680.1%Basic MaterialsPSMTPriceSmart$301,773$301,773 ▲New Holding3,2880.0%Retail/WholesaleMATTEWS ASIA FDS - KOREA ACTIVE ETF$258,126$258,126 ▲New Holding10,0320.0%SHSDESPDespegar.com$211,470$443,028 ▼-67.7%17,0540.0%TransportationKASPI KZ JSC$85,534$1,332,189 ▼-94.0%8070.0%SPONSORED ADSSKMSK Telecom$29,9260.0%1,2590.0%Computer and TechnologyQFINQifu Technology$22,268$22,268 ▲New Holding7470.0%Business ServicesASMLASML$0$4,560,353 ▼-100.0%00.0%Computer and TechnologyEDUNew Oriental Education & Technology Group$0$4,372,546 ▼-100.0%00.0%Consumer DiscretionaryMNSOMINISO Group$0$2,516,115 ▼-100.0%00.0%Retail/WholesaleTTETotalEnergies$0$861,972 ▼-100.0%00.0%Oils/EnergyShowing 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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