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Showing Q1 2025 data
NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd
โขCIK: 1878581โขFiling: Q1 2025
NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd currently manages $0M in assets, maintaining a concentrated portfolio of four distinct positions. The firm's current top holdings include NKE, META, BABA, and FUTU, each representing a strategic allocation within their investment mandate. With no reported dollar weighting for these positions, the current structure suggests an early-stage or highly selective deployment of capital. Investors should monitor the deployment of capital across these key technology and consumer discretionary names.
Total AUM
$20.4K
QoQ Performance
+122.3%
Positions
4
Top 10 Concentration
100.0%
Latest Filing
Q1 2025
Top Holdings Allocation
NKE
META
BABA
FUTU
NKE62.0%
META17.5%
BABA10.5%
FUTU10.0%
๐ Biggest Buys
๐ Biggest Sells
META
META PLATFORMS INC
-22.1%
17.5% of portfolio
Sector Breakdown
Consumer62.0%
Other20.5%
Technology17.5%
Changes from Q4 2024
NEW3 new positions
โ1 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023