NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd reported 3 stock positions worth $9.2 million. Its top holding was Meta Platforms Class A (META) at 50.7% of the portfolio, followed by PDD (PDD, 25.2%) and Alphabet Class A (GOOGL, 24.1%). Compared with Q3 2024, it opened 2 new positions and reduced 1. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale Alphabet Class A (GOOGL, shares −94%).

Most Recent 13F
Q1 2025
Location
HONG KONG, K3
CIK
0001878581
Portfolio Value
$9.2M (Q4 2024)
SEC Filing
0001878581-25-000004 ↗ filed Jan 27, 2025

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 Q3 2024 Q4 2024: $9.2M $9.2M Q4 2024 Q1 2025: $20.4M Q1 2025

Holdings 3 stocks · $9.2M
META Meta Platforms Inc. Class A 50.70% 7,945 $4.7M New
PDD PDD Holdings Inc. 25.16% 23,793 $2.3M New
GOOGL Alphabet Inc. Class A 24.14% 11,699 $2.2M Reduce -94.1%

Portfolio Sells Q3 2024 → Q4 2024
GOOGL Alphabet Inc. Class A Reduce -94.1% 24.14% −75.86

Portfolio Buys Q3 2024 → Q4 2024
META Meta Platforms Inc. Class A New 50.70% +50.70
PDD PDD Holdings Inc. New 25.16% +25.16

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