StockDriftsStockDriftsTop 4 New Thinking (Hong Kong) Investment Management Co. Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NKE | NIKE INC | 62.02% | 199.3K | $13K | new | — | 2025-03-31 | |
| META | META PLATFORMS INC | 17.48% | 6.2K | $4K | -22.14%(-1.76K) | — | 2025-03-31 | |
| BABA | ALIBABA GROUP HLDG LTD | 10.47% | 16.2K | $2K | new | — | 2025-03-31 | |
| FUTU | FUTU HLDGS LTD | 10.03% | 20.0K | $2K | -40.40%(-13.56K) | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
New Thinking (Hong Kong) Investment Management Co. Ltd reports $20.40K in US-listed equity holdings across 4 positions in its most recent 13F filing. Its largest disclosed positions are NKE (62.0%), META (17.5%) and BABA (10.5%). Figures reflect the Q1 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from New Thinking (Hong Kong) Investment Management Co. Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1878581). View New Thinking (Hong Kong) Investment Management Co. Ltd’s 13F filings on SEC