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Portfolio (Quarterly) Guide ↗

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC

· CIK 0001028074
13F Portfolio $292M AUM 32 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 6 New 11 Added 12 Reduced 14 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 UMC UNITED MICROELECTRONICS CORP Technology 1,465,694.0 $39.9M 13.67% NEW $27.21 -27.0%
2 BAP CREDICORP LTD Financial Services 12,817.0 $5.0M 1.71% NEW $389.58 -1.4%
3 IFS INTERCORP FINL SVCS INC Financial Services 81,938.0 $4.7M 1.60% NEW $56.96 -1.2%
4 PBR PETROLEO BRASILEIRO S A Energy 284,705.0 $4.6M 1.58% NEW $16.16 +26.9%
5 KC KINGSOFT CLOUD HLDGS LTD Technology 477,826.0 $4.3M 1.48% NEW $9.05 +15.8%
6 BIDU BAIDU INC Communication Services 11,360.0 $1.3M 0.45% NEW $114.29 -16.4%

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
Technology 43.8%
Financial Services 15.4%
Consumer Cyclical 14.7%
Healthcare 9.9%
Industrials 7.6%
Basic Materials 5.0%
Energy 1.7%
Consumer Defensive 1.5%
Communication Services 0.5%