| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 Pdd Holdings Inc ADRPDD | 57.1% | 39.76% | $66.8M | 875,658 | $43.0M | 420,558 | +455,100+108.21% | Add | |
 ATOUR LIFESTYLE HLDGS LTDATAT | 29.29% | 7.01% | $34.3M | 1.1M | $7.6M | 205,830 | +871,687+423.50% | Add | |
 TRIP COM GROUP LTDTCOM | 13.62% | 22.83% | $15.9M | 399,801 | $24.7M | 495,524 | -95,723-19.32% | Reduce |
