NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd 13F Holdings · last filed Q1 2025
NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd reported 4 securities worth $20.40M in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: NKE (62.02%), META (17.48%), BABA (10.47%). Among its top 25 positions this quarter: 3 new, 1 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NKE | NIKE INC | $12.7M | 62.02% | 199,294 | New |
| 2 | META | META PLATFORMS INC | $3.6M | 17.48% | 6,186 | Trimmed |
| 3 | BABA | ALIBABA GROUP HLDG LTD | $2.1M | 10.47% | 16,154 | New |
| 4 | FUTU | FUTU HLDGS LTD | $2.0M | 10.03% | 20,000 | New |
| 5 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 6 | PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR