Matthews International Capital Management LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Investment firm Matthews International Capital Management LLC recently released its 13F holdings report for the third and fourth quarters of 2023. The report highlights the changes in holdings and the value of various stocks. Let's take a closer look at some of the key highlights from the report.

PDD HOLDINGS INC: In the third quarter of 2023, Matthews International Capital Management LLC held 1,096,238 shares of PDD HOLDINGS INC. However, their holdings decreased to 708,584 shares in the fourth quarter of 2023, representing a 3.6% decrease in holdings.

KE HLDGS INC: Matthews International Capital Management LLC also saw a significant decrease in its holdings of KE HLDGS INC. In the third quarter, they held 7,969,313 shares, but in the fourth quarter, their holdings decreased to 6,169,695 shares, indicating a 19.1% decrease in holdings.

YUM CHINA HLDGS INC: The investment firm had 2,707,194 shares of YUM CHINA HLDGS INC in the third quarter. However, their holdings decreased to 1,972,051 shares in the fourth quarter, reflecting a substantial 44.5% decrease in holdings.

FULL TRUCK ALLIANCE CO LTD: Matthews International Capital Management LLC held 9,119,529 shares of FULL TRUCK ALLIANCE CO LTD in the third quarter. Their holdings experienced a minor decrease in the fourth quarter, with a total of 8,970,883 shares, representing a 2% decrease.

LEGEND BIOTECH CORP: The investment firm's holdings of LEGEND BIOTECH CORP also decreased from 1,123,828 shares in the third quarter to 809,574 shares in the fourth quarter. This decline indicates a 35.5% decrease in holdings.

TENCENT MUSIC ENTMT GROUP: On the other hand, Matthews International Capital Management LLC saw a significant increase in its holdings of TENCENT MUSIC ENTMT GROUP. In the third quarter, they held 3,421,650 shares, but in the fourth quarter, their holdings increased to 4,523,020 shares, representing an 86.7% increase.

KANZHUN LIMITED: The investment firm also experienced a notable increase in its holdings of KANZHUN LIMITED. In the third quarter, they held 822,957 shares, and in the fourth quarter, their holdings increased to 2,132,656 shares, reflecting a remarkable 183.7% increase.

TAIWAN SEMICONDUCTOR MFG LTD: Matthews International Capital Management LLC had 388,150 shares of TAIWAN SEMICONDUCTOR MFG LTD in the third quarter. However, their holdings slightly increased to 332,973 shares in the fourth quarter, indicating a 2.7% increase.

ZHIHU INC: The investment firm also saw an increase in its holdings of ZHIHU INC. In the third quarter, they held 25,770,807 shares, but in the fourth quarter, their holdings increased to 30,817,817 shares, representing a 7.7% increase.

NVIDIA CORPORATION: Matthews International Capital Management LLC experienced a substantial increase in its holdings of NVIDIA CORPORATION. In the third quarter, they held 19,713 shares, but in the fourth quarter, their holdings increased to 44,518 shares, indicating a significant 157.1% increase.

These are just a few of the numerous changes in holdings reported in the 13F holdings comparison. Matthews International Capital Management LLC's 13F holdings report provides valuable insights into the investment decisions made by the firm and the shifting landscape of the market. Investors should closely examine these changes to gain a better understanding of the investment strategies employed by the firm and to make informed investment decisions.

Remember, the holdings mentioned in this article are based on the report released by Matthews International Capital Management LLC and are subject to change as per their investment strategies and market conditions. It is always recommended to conduct thorough research and consult with a financial advisor before making any investment decisions.