MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC
Top Portfolio Positions
33 positions ·
$232,237,918 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
554,911 | $27,068,558 | 11.66% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
62,509 | $21,124,916 | 9.10% | |
| PDD |
PDD Holdings Inc.
Consumer Cyclical
|
198,922 | $20,325,849 | 8.75% | |
| LEGN |
Legend Biotech Corp
Healthcare
|
925,920 | $16,749,892 | 7.21% | |
| CYD |
China Yuchai International Ltd
Consumer Cyclical
|
324,034 | $12,475,309 | 5.37% | |
| MU |
Micron Technology Inc
Technology
|
29,143 | $9,845,671 | 4.24% | |
| FUTU |
Futu Holdings Ltd
Financial Services
|
68,723 | $9,398,557 | 4.05% | |
| BZ |
Kanzhun Ltd
Communication Services
|
696,617 | $9,327,701 | 4.02% | |
| UMC |
United Microelectronics Corp
Technology
|
977,645 | $8,779,252 | 3.78% | |
| ITUB |
Itau Unibanco Holding S.A.
Financial Services
|
968,644 | $8,117,236 | 3.50% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ACMR
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,462,370 | 138,815 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $7,387,012 | 187,250 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,963,385 | 203,511 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,731,540 | 221,295 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $5,793,594 | 248,226 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,963,010 | 262,451 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,759,719 | 283,730 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,304,620 | 360,131 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $10,616,984 | 364,344 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $13,499,345 | 690,857 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $13,508,158 | 746,101 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $10,086,995 | 771,177 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $9,955,682 | 850,913 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,560,539 | 850,913 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,840,823 | 870,050 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $14,833,962 | 881,400 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $18,236,166 | 881,400 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $8,350,765 | 293,800 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $11,227,343 | 306,200 | Shares | Sole | 2021-11-08 | |
| No 13F history on record for this holder in this stock. | ||||||