Vault-13

NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd

HONG KONG, K3 · CIK 1878581 · 13F filing filed 2025-04-18

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$20.4m reported value +122.3% vs Q4 2024
4positions
100.0%in top 10
3 new 0 added 1 reduced 2 sold out vs Q4 2024

Holdings, Q1 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 NIKE INC CL B NKE NKE 199,294 $12.7m62.02% 62.02% NewShares held: Q2 2024 0, Q3 2024 0, Q4 2024 0, Q1 2025 199.3k
2 META PLATFORMS INC CL A META META 6,186 $3.6m17.48% 17.48% ReducedShares held: Q2 2024 8.1k, Q3 2024 0, Q4 2024 7.9k, Q1 2025 6.2k -1.8k -1,759 -22.1%
3 ALIBABA GROUP HLDG LTD SPONSORED ADS BABA BABA 16,154 $2.1m10.47% 10.47% NewShares held: Q2 2024 0, Q3 2024 0, Q4 2024 0, Q1 2025 16.2k
4 FUTU HLDGS LTD SPON ADS CL A FUTU FUTU 20,000 $2.0m10.03% 10.03% NewShares held: Q2 2024 0, Q3 2024 0, Q4 2024 0, Q1 2025 20.0k

Sold out since Q4 2024

SecurityTickerShares held beforeValue then
PDD HOLDINGS INC PDD PDD 23,793 $2.3m23.8k shares
ALPHABET INC GOOGL GOOGL 11,699 $2.2m11.7k shares