NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd reported 1 stock position worth $33.0 million. Its top holding was Alphabet Class A (GOOGL) at 100.0% of the portfolio. Compared with Q2 2024, it sold out of 5 and added to 1. The biggest buy was Alphabet Class A (GOOGL, shares +1833%) and the biggest sale an exit from Taiwan Semiconductor-SP ADR (TSM).

Most Recent 13F
Q1 2025
Location
HONG KONG, K3
CIK
0001878581
Portfolio Value
$33.0M (Q3 2024)
SEC Filing
0001878581-24-000005 ↗ filed Oct 21, 2024

Holdings Value

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

Holdings 1 stocks · $33.0M
GOOGL Alphabet Inc. Class A 100.00% 198,879 $33.0M Add +1832.7%

Portfolio Sells Q2 2024 → Q3 2024
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −33.78
META Meta Platforms Inc. Class A Sold out 0.00% −17.66
PDD PDD Holdings Inc. Sold out 0.00% −16.06
TSLA Tesla Inc. Sold out 0.00% −15.26
NVDA Nvidia Corp. Sold out 0.00% −9.16

Portfolio Buys Q2 2024 → Q3 2024
GOOGL Alphabet Inc. Class A Add +1832.7% 100.00% +91.93

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