Matthews International Capital Management LLC Top Holdings and 13F Report (2025) About Matthews International Capital Management LLCInvestment ActivityMatthews International Capital Management LLC has $489.18 million in total holdings as of December 31, 2024.Matthews International Capital Management LLC owns shares of 42 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 12.03% of the portfolio was purchased this quarter.About 31.59% of the portfolio was sold this quarter.This quarter, Matthews International Capital Management LLC has purchased 42 new stocks and bought additional shares in 15 stocks.Matthews International Capital Management LLC sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings PDD $64,784,858SEA $42,652,094Legend Biotech $38,576,691Taiwan Semiconductor Manufacturing $38,558,540Yum China $36,268,349 Largest New Holdings this Quarter PONY AI INC $1,654,412 HoldingBanco de Chile $400,166 HoldingCompañía de Minas Buenaventura S.A.A. $290,292 Holding Largest Purchases this Quarter Coupang 642,158 shares (about $14.11M)Taiwan Semiconductor Manufacturing 36,845 shares (about $7.28M)Grab 1,247,339 shares (about $5.89M)Kanzhun 388,080 shares (about $5.36M)Infosys 241,503 shares (about $5.29M) Largest Sales this Quarter Full Truck Alliance 3,223,629 shares (about $34.88M)KE 1,868,493 shares (about $34.42M)SEA 222,026 shares (about $23.56M)Trip.com Group 238,662 shares (about $16.39M)Broadcom 52,607 shares (about $12.20M) 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$64,784,858$11,460,823 ▼-15.0%667,95413.2%Multi-Sector ConglomeratesSESEA$42,652,094$23,556,959 ▼-35.6%401,9998.7%Computer and TechnologyLEGNLegend Biotech$38,576,691$5,000,259 ▲14.9%1,185,5167.9%MedicalTSMTaiwan Semiconductor Manufacturing$38,558,540$7,276,519 ▲23.3%195,2437.9%Computer and TechnologyYUMCYum China$36,268,349$6,758,444 ▼-15.7%752,9247.4%Retail/WholesaleYMMFull Truck Alliance$35,587,434$34,879,665 ▼-49.5%3,289,0427.3%Business ServicesTCOMTrip.com Group$30,510,032$16,386,533 ▼-34.9%444,3646.2%Consumer DiscretionaryMMYTMakeMyTrip$27,031,522$1,566,531 ▲6.2%240,7515.5%Computer and TechnologyGRABGrab$23,006,068$5,887,440 ▲34.4%4,874,1674.7%Business ServicesBEKEKE$17,584,579$34,417,640 ▼-66.2%954,6463.6%FinanceCPNGCoupang$15,218,688$14,114,633 ▲1,278.4%692,3883.1%Retail/WholesaleZHZhihu$15,017,519$4,160,916 ▼-21.7%4,242,2373.1%Computer and TechnologyBZKanzhun$11,706,402$5,355,504 ▲84.3%848,2902.4%Computer and TechnologyHDBHDFC Bank$8,849,208$1,005,795 ▲12.8%138,5721.8%FinanceTMETencent Music Entertainment Group$8,591,462$4,964,694 ▲136.9%756,9571.8%Computer and TechnologyAVGOBroadcom$8,533,567$12,196,407 ▼-58.8%36,8081.7%Computer and TechnologyNTESNetEase$7,997,677$255,587 ▼-3.1%89,6501.6%Computer and TechnologyZTO EXPRESS CAYMAN INC$6,457,660$1,139,645 ▼-15.0%6,556,0001.3%NOTE 1.500% 9/0BILIBilibili$6,364,271$646,382 ▲11.3%351,4231.3%Computer and TechnologyIBNICICI Bank$6,017,537$306,244 ▲5.4%201,5251.2%FinanceATATAtour Lifestyle$5,991,576$6,480 ▼-0.1%222,8181.2%Consumer DiscretionaryMUMicron Technology$5,975,7810.0%71,0051.2%Computer and TechnologyINFYInfosys$5,836,638$5,293,745 ▲975.1%266,2701.2%Computer and TechnologyLRCXLam Research$3,992,874$3,593,587 ▲900.0%55,2800.8%Computer and TechnologyACMRACM Research$3,963,010$321,313 ▼-7.5%262,4510.8%Computer and TechnologyCTSHCognizant Technology Solutions$3,853,305$1,317,605 ▲52.0%50,1080.8%Computer and TechnologyNUNU$2,263,225$2,368,980 ▼-51.1%218,4580.5%FinancePONY AI INC$1,654,412$1,654,412 ▲New Holding115,2900.3%SPONSORED ADSBABAAlibaba Group$1,161,538$2,260,077 ▼-66.1%13,6990.2%Retail/WholesaleCREDICORP LTD$704,499$1,306,155 ▼-65.0%3,8430.1%COMITUBItaú Unibanco$635,877$529,961 ▼-45.5%128,2010.1%FinanceMELIMercadoLibre$627,462$806,008 ▼-56.2%3690.1%Retail/WholesaleGLOBGlobant$580,221$126,293 ▲27.8%2,7060.1%Computer and TechnologyBCHBanco de Chile$400,166$400,166 ▲New Holding17,6440.1%FinanceFCXFreeport-McMoRan$379,391$696,826 ▼-64.7%9,9630.1%Basic MaterialsJDJD.com$367,606$674,748 ▼-64.7%10,6030.1%Retail/WholesalePBRPetróleo Brasileiro S.A. - Petrobras$364,722$38,027 ▼-9.4%28,3610.1%Oils/EnergyPSMTPriceSmart$303,0550.0%3,2880.1%Retail/WholesaleBVNCompañía de Minas Buenaventura S.A.A.$290,292$290,292 ▲New Holding25,1990.1%Basic MaterialsVALEVale$258,7200.0%29,1680.1%Basic MaterialsMATTHEWS ASIA FDS - KOREA ACTIVE ETF$208,3650.0%10,0320.0%SHSSKMSK Telecom$53,652$27,163 ▲102.5%2,5500.0%Computer and TechnologyDESPDespegar.com$0$211,470 ▼-100.0%00.0%TransportationKASPI KZ JSC$0$85,534 ▼-100.0%00.0%SPONSORED ADSQFINQifu Technology$0$22,268 ▼-100.0%00.0%Business ServicesShowing 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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