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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
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KASPI KZ JSC 2,762.0 $216K 0.07% -72.0 -2.5% $78.13
22 TUYA TUYA INC Technology 8,553.0 $18K 0.01% -696K -98.8% $2.11 -10.2%
23 CHAGEE HLDGS LTD 698.0 $8K 0.00% -53K -98.7% $11.63
Page 2 of 2  ·  23 positions

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%