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Portfolio (Quarterly) Guide ↗

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC

· CIK 0001028074
13F Portfolio $329M AUM 40 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 9 Added 23 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VALE VALE S A Basic Materials 132,432.0 $1.7M 0.52% NEW $13.03 +18.1%
2 ZTO ZTO EXPRESS CAYMAN INC Industrials 70,800.0 $1.5M 0.45% NEW $20.89 +5.3%
3 GLOB GLOBANT S A Technology 5,919.0 $387K 0.12% NEW $65.37 -52.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 42.3%
Financial Services 20.3%
Technology 18.5%
Industrials 7.0%
Healthcare 7.0%
Real Estate 1.4%
Communication Services 1.4%
Consumer Defensive 1.1%
Basic Materials 0.9%