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MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC

Location
SAN FRANCISCO, CA
Portfolio Value
Small $232,237,918
Diversification
Diversified
Filing Date
Global Rank
#3,563 / 8,232 ▼ 308
Top Industry
Semiconductors 17.1%
3Y Alpha vs SPY
-16.2%
Period ended 2 months ago
Filed May 4, 2026 · 41d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+13.8%
SPY
+76.3%
Annualised alpha
-16.4%
Max drawdown
−33.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
11.7%
−2.1 pts
Top 5
42.1%
−0.3 pts
Top 10
61.7%
−3.6 pts
HHI
539
Jun 2023 → Mar 2026 · range 539 – 1,083
Diversified−46

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Consumer Cyclical 32.6% $75,607,285
Technology 23.8% $55,250,888
Financial Services 22.1% $51,238,714
Healthcare 7.2% $16,749,892
Communication Services 5.2% $12,028,224
Basic Materials 5.1% $11,950,638
Energy 2.5% $5,917,775
Consumer Defensive 1.5% $3,494,502

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
12 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
13 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
7 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
9 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
33 positions · $232,237,918 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History