Skip to main content

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC

Location
SAN FRANCISCO, CA
Portfolio Value
Small $232,237,918
Diversification
Diversified
Filing Date
Global Rank
#3,892 / 8,621 ▼ 421 · as of Mar 2026
Top Industry
Semiconductors 17.1%
3Y Alpha vs SPY
-15.8%
Period ended 4 months ago
Filed May 4, 2026 · 3mo
25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+4.7%
SPY
+67.9%
Annualised alpha
-17.3%
Max drawdown
−33.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. 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 – 1,024
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