NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 22, 2024), NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd reported 2 stock positions worth $10.0 million. Its top holding was Alphabet Class A (GOOGL) at 77.2% of the portfolio, followed by PDD (PDD, 22.8%). Compared with Q4 2023, it opened 1 new position, sold out of 2 and added to 1. The biggest buy was Alphabet Class A (GOOGL, shares +235%) and the biggest sale an exit from Li Auto Inc. - ADR (LI).

Most Recent 13F
Q1 2025
Location
HONG KONG, K3
CIK
0001878581
Portfolio Value
$10.0M (Q1 2024)
SEC Filing
0001878581-24-000003 ↗ filed Apr 22, 2024

Holdings Value

0$10.0M$20.0M$30.0M$40.0M Q1 2024: $10.0M $10.0M Q1 2024 Q2 2024: $23.2M Q2 2024 Q3 2024: $33.0M Q3 2024 Q4 2024: $9.2M Q4 2024 Q1 2025: $20.4M Q1 2025

Holdings 2 stocks · $10.0M
GOOGL Alphabet Inc. Class A 77.19% 51,000 $7.7M Add +234.5%
PDD PDD Holdings Inc. 22.81% 19,566 $2.3M New

Portfolio Sells Q4 2023 → Q1 2024
LI Li Auto Inc. - ADR Sold out 0.00% −63.92
FUTU Futu Holdings Ltd.-ADR Sold out 0.00% −16.69

Portfolio Buys Q4 2023 → Q1 2024
GOOGL Alphabet Inc. Class A Add +234.5% 77.19% +57.80
PDD PDD Holdings Inc. New 22.81% +22.81

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2025 4$20.4MNKE, META, BABA, FUTU
Q4 2024 3$9.2MMETA, PDD, GOOGL
Q3 2024 1$33.0MGOOGL
Q2 2024 6$23.2MTSM, META, PDD, TSLA, NVDA
Q1 2024 2$10.0MGOOGL, PDD