NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 19, 2024), NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd reported 6 stock positions worth $23.2 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 33.8% of the portfolio, followed by Meta Platforms Class A (META, 17.7%) and PDD (PDD, 16.1%). Compared with Q1 2024, it opened 4 new positions, added to 1 and reduced 1. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale Alphabet Class A (GOOGL, shares −80%).

Most Recent 13F
Q1 2025
Location
HONG KONG, K3
CIK
0001878581
Portfolio Value
$23.2M (Q2 2024)
SEC Filing
0001878581-24-000004 ↗ filed Jul 19, 2024

Holdings Value

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

Holdings 6 stocks · $23.2M
TSM Taiwan Semiconductor-SP ADR 33.78% 45,100 $7.8M New
META Meta Platforms Inc. Class A 17.66% 8,130 $4.1M New
PDD PDD Holdings Inc. 16.06% 28,050 $3.7M Add +43.4%
TSLA Tesla Inc. 15.26% 17,900 $3.5M New
NVDA Nvidia Corp. 9.16% 17,220 $2.1M New
GOOGL Alphabet Inc. Class A 8.07% 10,290 $1.9M Reduce -79.8%

Portfolio Sells Q1 2024 → Q2 2024
GOOGL Alphabet Inc. Class A Reduce -79.8% 8.07% −69.11

Portfolio Buys Q1 2024 → Q2 2024
TSM Taiwan Semiconductor-SP ADR New 33.78% +33.78
META Meta Platforms Inc. Class A New 17.66% +17.66
TSLA Tesla Inc. New 15.26% +15.26
NVDA Nvidia Corp. New 9.16% +9.16
PDD PDD Holdings Inc. Add +43.4% 16.06% −6.75

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