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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
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HDB HDFC BANK LTD Financial Services 188,264.0 $4.9M 1.67% -156K -45.3% $25.83 -9.9%
22 IFS INTERCORP FINL SVCS INC Financial Services 81,938.0 $4.7M 1.60% NEW $56.96 -1.2%
23 PBR PETROLEO BRASILEIRO S A Energy 284,705.0 $4.6M 1.58% NEW $16.16 +26.9%
24 KC KINGSOFT CLOUD HLDGS LTD Technology 477,826.0 $4.3M 1.48% NEW $9.05 +15.8%
25 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 31,408.0 $4.0M 1.38% $127.90 -5.3%
26 XP XP INC Financial Services 195,202.0 $3.2M 1.09% +93K +91.4% $16.26 +23.0%
27 CPNG COUPANG INC Consumer Cyclical 177,538.0 $3.1M 1.06% -192K -52.0% $17.37 -10.7%
28 GRAB GRAB HOLDINGS LIMITED Technology 2,079,000.0 $2.0M 0.69% -288K -12.2% $0.97 +252.6%
29 VALE VALE S A Basic Materials 133,528.0 $2.0M 0.69% +1K +0.8% $15.04 +1.8%
30 BIDU BAIDU INC Communication Services 11,360.0 $1.3M 0.45% NEW $114.29 -16.4%
31 MKOR MATTHEWS ASIA FDS - KOREA ACTIVE ETF 5,032.0 $334K 0.11% $66.33 -7.7%
32 ADVE MATTHEWS INTL FDS - ASIA DIVIDEND AC 5,000.0 $230K 0.08% $46.01 +2.8%
Page 2 of 2  ·  32 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
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%