Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC (CIK 1028074) reported $246.5M across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: YUMC ($27.1M, 10.98%), TSM ($21.1M, 8.57%), PDD ($20.3M, 8.25%), LEGN ($16.7M, 6.80%), CYD ($12.5M, 5.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | YUMC | YUM CHINA HLDGS INC | $27.1M | 10.98% | 554,911 | Added |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $21.1M | 8.57% | 62,509 | Added |
| 3 | PDD | PDD HOLDINGS INC | $20.3M | 8.25% | 198,922 | Trimmed |
| 4 | LEGN | LEGEND BIOTECH CORP | $16.7M | 6.80% | 925,920 | Trimmed |
| 5 | CYD | CHINA YUCHAI INTL LTD | $12.5M | 5.06% | 324,034 | Added |
| 6 | MU | MICRON TECHNOLOGY INC | $9.8M | 3.99% | 29,143 | Added |
| 7 | FUTU | FUTU HLDGS LTD | $9.4M | 3.81% | 68,723 | Trimmed |
| 8 | BZ | KANZHUN LIMITED | $9.3M | 3.78% | 696,617 | Trimmed |
| 9 | UMC | UNITED MICROELECTRONICS CORP | $8.8M | 3.56% | 977,645 | New |
| 10 | ITUB | ITAU UNIBANCO HLDG S A | $8.1M | 3.29% | 968,644 | Trimmed |
| 11 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $8.1M | 3.28% | 219,378 | Added |
| 12 | GGAL | GRUPO FINANCIERO GALICIA | $7.8M | 3.17% | 167,353 | Trimmed |
| 13 | IBN | ICICI BANK LIMITED | $7.7M | 3.12% | 296,805 | Trimmed |
| 14 | NU | NU HLDGS LTD | $7.3M | 2.95% | 505,743 | Added |
| 15 | HDB | HDFC BANK LTD | $7.1M | 2.89% | 286,651 | Trimmed |
| 16 | LRCX | LAM RESEARCH CORP | $6.0M | 2.44% | 28,135 | Added |
| 17 | PBR | PETROLEO BRASILEIRO S A | $5.9M | 2.40% | 285,194 | New |
| 18 | ACMR | ACM RESH INC | $5.5M | 2.22% | 138,815 | Trimmed |
| 19 | FCX | FREEPORT-MCMORAN INC | $5.2M | 2.10% | 87,936 | Added |
| 20 | GRAB | GRAB HOLDINGS LIMITED | $4.7M | 1.89% | 1.3M | Trimmed |
| 21 | BVN | COMPANIA DE MINAS BUENAVENTU | $4.6M | 1.89% | 128,987 | Added |
| 22 | BAP | CREDICORP LTD | $4.4M | 1.77% | 12,840 | New |
| 23 | IFS | INTERCORP FINL SVCS INC | $3.6M | 1.47% | 72,384 | New |
| 24 | QFIN | QFIN HOLDINGS INC | $3.6M | 1.45% | 277,149 | Hold |
| 25 | FMX | FOMENTO ECONOMICO MEXICANO S | $3.5M | 1.42% | 31,465 | Added |
Source: SEC Form 13F filings · as of 2026-03-31