NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 18, 2025), NEW THINKING (HONG KONG) INVESTMENT MANAGEMENT CO. Ltd reported 4 stock positions worth $20.4 million. Its top holding was Nike Class B (NKE) at 62.0% of the portfolio, followed by Meta Platforms Class A (META, 17.5%) and Alibaba Group Holding-SP ADR (BABA, 10.5%). Compared with Q4 2024, it opened 3 new positions, sold out of 2 and reduced 1. The biggest buy was a new position in Nike Class B (NKE) and the biggest sale Meta Platforms Class A (META, shares −22%).

Most Recent 13F
Q1 2025
Location
HONG KONG, K3
CIK
0001878581
Portfolio Value
$20.4M (Q1 2025)
SEC Filing
0001878581-25-000005 ↗ filed Apr 18, 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 Q4 2024 Q1 2025: $20.4M $20.4M Q1 2025

Holdings 4 stocks · $20.4M
NKE Nike Inc. Class B 62.02% 199,294 $12.7M New
META Meta Platforms Inc. Class A 17.48% 6,186 $3.6M Reduce -22.1%
BABA Alibaba Group Holding-SP ADR 10.47% 16,154 $2.1M New
FUTU Futu Holdings Ltd.-ADR filed as FUTU HLDGS LTD 10.03% 20,000 $2.0M New

Portfolio Sells Q4 2024 → Q1 2025
META Meta Platforms Inc. Class A Reduce -22.1% 17.48% −33.23
PDD PDD Holdings Inc. Sold out 0.00% −25.16
GOOGL Alphabet Inc. Class A Sold out 0.00% −24.14

Portfolio Buys Q4 2024 → Q1 2025
NKE Nike Inc. Class B New 62.02% +62.02
BABA Alibaba Group Holding-SP ADR New 10.47% +10.47
FUTU Futu Holdings Ltd.-ADR New 10.03% +10.03

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